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Documentation Index

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This section covers everything you need to collect payments from students and manage money on the platform: connecting Stripe, configuring how students pay per cohort, creating and managing invoices and balances, using promo codes (coupons), and processing refunds.

What’s in this section

GuideWhat it covers
Stripe ConnectSetting up and verifying your Stripe account, what to expect during onboarding, and enabling payment acceptance
Payment configurationsPer–program-offering options: full payment, deposits, balance due dates, and free offerings
Invoices and balancesCreating invoices, payment links, balance due, reminder emails, and manual balance adjustments
Coupons (promo codes)Creating and managing promo codes for program offerings and courses
RefundsWhen and how to issue refunds, partial vs full, and how they affect balances

Requirements

  • Subscription: Payment processing is available on all plans. The free Starter plan can accept payments at a 5% transaction fee; Growth and Scale offer more program offerings and lower transaction fees.
  • Role: Only program owners can create or manage the Stripe Connect account and toggle “Accept Online Payments.” Instructors can view payment account status and manage enrollments, invoices, and refunds.
  • Stripe Connect: You must complete Stripe Connect onboarding (identity, business, banking, and any tax information) before you can turn on “Accept Online Payments.”

Where to find Payment Settings

Go to Program Dashboard → Settings → Payments to:
  • Toggle Accept Online Payments for your organization
  • Set up or complete Stripe Connect onboarding
  • Configure Invoice reminder schedules (when reminder emails are sent relative to due dates)
Per-offering payment options (full payment, deposit, balance due reference) are configured when you create or edit a Program Offering.