Financials
13 articles
- Setup & Connecting Your Stripe AccountCPR Enroll uses Stripe as its payment processing partner. Every student payment made during class registration, store purchases, or invoice payments flows through your connected Stripe account, so connecting Stripe is one of the first things to complete when setting up your account. This article wal
- How to Add Billing Information?Your billing information in CPR Enroll+ covers two distinct things: the payment method on file for your CPR Enroll+ subscription (how you pay CPR Enroll+ for the platform), and the payment setup for accepting student payments (handled via Stripe). This article covers your subscription billing. Befor
- How do I Add or Update my Credit Card Details?You may need to update your credit card details if your card expires, is replaced, or if you want to use a different payment method for your CPR Enroll+ subscription. This article explains how to update the card on file for your platform subscription. Before You Begin - Have your new card number, ex
- How to Manage Taxes in CPR Enroll+?If your training classes or store products are subject to sales tax in your jurisdiction, CPR Enroll+ lets you create tax rates that can be applied to courses, add-ons, and store products. Once configured, the tax amount is automatically calculated and added to the student's total at checkout. This
- How to Adjust Shipping Rates?If you sell physical products through the CPR Enroll+ Store or as Add-ons — such as textbooks, pocket masks, or AED training units — you can configure shipping rates that are added to the student's total at checkout. Shipping rates are configured on a per-product basis when creating or editing a phy
- How to Send Invoices?CPR Enroll+ has a built-in invoicing system that lets you bill corporate clients, individual students, or any other customer directly from the platform. Invoices can be created with custom line items, rich-text terms and notes, and a PDF preview before sending. This is ideal for B2B training contrac
- Managing Refunds and DisputesWhen a student needs a refund — due to a cancellation, scheduling conflict, or dissatisfaction — CPR Enroll+ gives you tools to process refunds directly within the platform for most scenarios. For complex or unusual cases, refunds can also be issued through your connected Stripe dashboard. This arti
- How to Set Up Payment Processing FeesPayment processing fees — charged by Stripe for handling credit and debit card transactions — can either be absorbed by your organization or passed on to students at checkout. CPR Enroll+ lets you configure a surcharge that is automatically added to student payments, keeping your advertised course p
- How to Create Reusable Invoice Line ItemsIf you issue invoices regularly for the same services — class seat pricing, instructor fees, equipment charges — creating reusable line items in CPR Enroll+ saves significant time. Instead of typing the same descriptions and rates on every invoice, you select them from a dropdown. This article expl
- How to Create a Reschedule RuleA Reschedule Rule defines your organization's policy for student rescheduling — how many times a student can reschedule for free, and what fee applies when they exceed that limit. Once a rule is created and assigned, the fee is collected automatically when a student is rescheduled beyond their free
- Tax Mode: Manual Rates vs. Stripe TaxCPR Enroll offers two tax engines: fixed manual rates you maintain yourself, and automatic calculation via Stripe Tax based on the customer’s address. This article explains both and how to choose. Before You Begin - Find it at Payments → Payment Settings → Taxes. - If you are considering Stripe Tax,
- Adding a Processing Fee to Each TransactionYou can add a processing fee to every transaction so that card costs are carried by the customer rather than absorbed by your business. The setup is short; the decision about whether to do it deserves more thought than the configuration does. Before You Begin - Find it at Payments → Payment Settings
- Using Stripe Test Mode During Your TrialTest Mode lets you verify your payment setup end to end without processing real transactions. It is the right way to find a broken merge tag or a wrong receipt — before a paying student does. Before You Begin - Test Mode is offered during the trial only. Once the account moves to a paid subscription