Skip to main content

Enrollments

An Enrollment will have one or more EnrollmentItems. There can be an enrollmentItem for each provider type (school, sponsor, employer).

Behaviors​

  • user comes in from provider/program link
    • enrollmentItem is created with providerId & programId (intended program concept)
    • this can be used to filter the cohorts that are shown to a customer
  • user selects a cohort
    • provider & program are updated to belong to the selected cohort
    • if a payment option was previously selected, it's cleared along with the invoice. A new invoice will need to be generated based on the dates of the new cohort.
  • user selects a new payment option
    • validation is applied for invoice requirements:
      • a program and cohort must have selected prior (program costs and cohort dates are required for invoicing)
    • if there are existing invoice items (charges and costs), they are removed.
    • payments are never deleted. See /customer/[customerId]/payments_history
      • if a payment has been made, the enrollment is canceled instead of deleted to provide history for what the payment was for.
    • if enrollment type === `SCHOOL'
      • if dependentPaymentOption is detected
        • an additional enrollmentItem is automatically added to the Enrollment and invoicing generated for the dependentPaymentOption
    • invoicing should be viewed by navigating to the customer enrollment view: /customer/[customerId] /enrollment/[enrollmentItemId]
      • See last screenshot below
      • the Customer Invoice tab shows the charges, costs, and payments that are to or from the customer for that enrollment.
      • the Internal Invoice tab shows all of the charges, costs, and payments for that enrollment, including internal charges, etc. This is useful for testing the invoice generators.

Screenshots (Admin Portal)​

Example customer enrollment with pay in full​

Example enrollment with pay in full

Example customer enrollment with payment plan​

Example enrollment with pay in full