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How to Create a Subscription Payment Plan
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

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 until canceled (annually, monthly, weekly, etc.).

If you choose "monthly" or "weekly" as the Subscription frequency, then you can choose when the first recurring payment will happen from these options:

  • If weekly, 1 week after enrollment, OR on a specific day

  • If monthly, 1 month after enrollment, OR on a specific date

Proration on a Subscription Payment Plan

How proration works on a Subscription Payment Plan is that if you choose the option "on a specific day," then the system will automatically prorate the current week or month enrolled. This means the month that the customer is enrolling will be prorated.

NOTE: One thing to keep in mind is that, within this model, people are not able to select their start date. Instead, the program begins the proration from the day that they enroll.

  • Weekly Proration:

  • Monthly Proration:

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.

You can start the subscription a week after enrollment or on a specific day (the next Monday, for example) and it will prorate the current week. Or you can start the subscription a month after enrollment or on a specific date (say, the 15th) and it will prorate the current month.

Create a Subscription Payment Plan

You can create and edit Payment Plans in two places:

  1. In the Enrollment Period settings, click the money clipboard icon as shown below.

    manage payment plans in Enrollment Period in Enrollsy
  2. In the Program settings under "Payment Plans," click "Add Payment 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.

If you choose monthly or weekly, choose when the first recurring payment will be:

  • 1 week/month after enrollment

  • On a specific day/date

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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