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  1. Go to the course in question
  2. Go to Course Administration > Users > Enrollment Methods
  3. Select the "Self enrolment (Advanced)" method from the "Add method" pulldown menu
  4. Fill out the first two sections of the web form as usual.
  5. In the "Payment settings" section, enable "Collect payment"
    1. If you do not see the ability to enable "Collect payment", it's because ecommerce is not enabled on your system. Please contact your administrator.
  6. Specify the various fees
    1. The box next to the "Individual license" is meant to collect the fee for one (1) user license. In other words, if you enter "$10.00" and a user buys 3 licenses, they would be charged $30.00 total (plus applicable taxes.)
    2. The box next to the "Site license" fields is meant to collect the total fee for all users in a given site. In other words, if you enter "$1000.00" and a site has 500 users, they would be charged $1,000.00 (plus applicable taxes) total, and all 500 users could enrol in the course without paying extra.
  7. Specify the currency
  8. Specify the sales tax
    1. Please If your organization is acting as the Merchant of Record, please consult with your finance department regarding which sales tax you should be collecting. If Dual Code is acting as your Merchant of Record, please contact Dual Code if you're not sure what taxes to collect.
  9. Select one or more payment method
    1. Starting in version 4.1, the learning environment supports payment by credit card as well as payment by cheque or EFT (electronic funds transfer). But payment Payment methods may vary on your system depending on what your administrators have enabled.
  10. Specify how long the purchase is valid for.
    1. Please note that this value is different than the "Enrolment duration" set in the same page. The "License expires after" specifies how long users have to enrol in the course after a purchase is made using the license key that the purchase will auto-generate. The "Enrolment duration" specifies how long a user will be granted access to the course after they enrol themselves in the course. 
    2. As a general rule, we recommend setting the "Enrolment duration" to 30-90 days, and the "License expires after" to 365 (or less). If you set both values to 365 days, it means that if a purchase was made on January 1, 2023, a user would have up until December 31 2023 to enrol themselves in the course. Once enrolled, the user would have access to the course until December 30, 2024.
  11. Click on the "Add method" button at the bottom of the page

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