How to create a Subscription Payment Plan
Learn how to create a program payment plan with subscription payments
Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

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About the Subscription Payment Plan

Subscription Payment Plans are best for Programs or Classes where the price of the Program/Class gets invoiced and paid on a fixed frequency that recurs from the date of enrollment until canceled (Monthly, weekly, etc.).

Example of Subscription Payment Plan

For example, let's say you want to use Enrollsy to manage subscriptions for a service or software plan. You need to charge $200/month every month until the customer cancels. This same situation can apply to a childcare business that provides care until the service is canceled.

Create a Subscription Payment Plan

You can create and edit Payment Plans in two places:

  1. In the Enrollment Period settings:

    manage payment plans in Enrollment Period in Enrollsy
  2. In the Program settings under "Payment Plans." A new window will come up. Click the blue plus button to add a Plan.

The following are the sections under "Add a Payment Plan":

Settings

Enter your Payment Plan label. This can be anything from simple (i.e., "Subscription Payment Plan") to very specific (i.e., "2023 Enrollment Subscription Plan"). Make sure "Subscription" is selected (it will be light blue).

Subscription Payments

Select the frequency of your subscription (monthly, weekly, or annually) and for how many months or weeks.

Monthly Example:

If you choose "monthly" you can choose when the first recurring payment will happen; either 1 month after enrollment or on a specific day.

If you choose "on a specific day," you can choose the day the first recurring payment will happen. The current month will then be prorated.

Weekly Example:

If you choose "weekly" you can choose when the first recurring payment will happen; either 1 week after enrollment or on a specific day.

If you choose "on a specific day," you can choose the day the first recurring payment will happen. The current week will then be prorated.

Invoicing/Notifications

Under this heading, you have a few decisions to make.

  • The first is to decide if you want invoices sent when Auto-Pay is on or off.

  • The next is to set up when you want invoices sent. This is OPTIONAL.

  • Please choose how you want them sent (by text, email, or Account Holder's contact preference).

  • Select who will receive the notifications (Primary and/or Secondary Account Holder).

  • Pick how many days before each payment event they will be notified (1-7 days).

Click Submit to add the Plan. You can edit or delete any of these Payment Plans anytime.

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