Inside this article
You have three options when changing a person's Payment Plan:
Change to a different Payment Plan
Customize the Payment Plan
Remove the Payment Plan
NOTE: This does NOT change the main Payment Plan; ONLY the one for the individual person
Choose one of the following options:
Change to a different Payment Plan
Step 1
On the Enrollee's Billing page, scroll down under "Tuition/Active Enrollments" to the Future Invoices and Payment Plans box. Click on the Edit button.
Step 2
Select "Change" and then "Choose a different payment plan."
Step 3
Then choose another existing Payment Plan or create a new one. See one of the following support articles on how to create a Payment Plan:
Step 4
After choosing a different Payment Plan, YOU WILL HAVE TO ADD THE CHARGE ITEMS (i.e., Tuition, Registration, etc.) by clicking "Add/Remove Charge Item." Click "Reuse" to reuse the exact amounts for the following dates.
Click Save to apply the changes made.
Customize a Payment Plan
Step 1
On the Enrollee's Billing page, scroll down under "Tuition/Active Enrollments" to the Future Invoices and Payment Plans box. Click on the Edit button.
Step 2
Choose "Change" and then "Customize this payment plan" to change any of the following:
The Payment Plan name
The Payment Plan type (Scheduled, Installments, Subscription)
The payment schedule
The invoicing schedule
Step 3
Make any changes to the above in the window that opens:
Click Apply to apply the changes made.
Step 4
After changing the payment events, YOU WILL HAVE TO ADD THE CHARGE ITEMS (i.e., Tuition, Registration, etc.) AGAIN by clicking "Add/Remove Charge Item." Click "Reuse" to reuse the exact amounts for the following dates.
Remove a Payment Plan
Step 1
On the Enrollee's Billing page, scroll down under "Tuition/Active Enrollments" to the Future Invoices and Payment Plans box. Click on the Edit button.
Step 2
To completely remove a Payment Plan, click "Change" and then "Remove this payment plan." This will remove ALL the payment events for this enrollment.
Step 3
A message will appear giving you this warning before proceeding:
Click Remove to remove it.
Add a Payment Plan
Step 1
On the Enrollee's Billing page, scroll down under "Tuition/Active Enrollments" to the Future Invoices and Payment Plans box. Click on the Edit button.
Step 2
To add a Payment Plan, click on "Edit" and then "Add a Payment Plan.
Step 3
Choose an existing Payment Plan or create a new one. See one of the following support articles on how to create a Payment Plan:
Click Save to apply the changes made.
Step 4
After changing the payment events, YOU WILL HAVE TO ADD THE CHARGE ITEMS (i.e., Tuition, Registration, etc.) AGAIN by clicking "Add/Remove Charge Item." Click "Reuse" to reuse the exact amounts for the following dates.