How to Add or Edit Individual Payment Plans

[UPDATED] Learn how to change, edit, or remove Payment Plans

Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

See Add Payment Plan for another video!

You have three options when changing a person's Payment Plan:

  1. Change to a different Payment Plan

  2. Customize the Payment Plan

  3. 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 - Edit Payment Plan

On the Enrollee's Billing page, scroll down under "Active/Future Enrollments" to the Future Invoices and Payment Plans box. Click on the Edit button.

Step 2 - Change Payment Plan

Select "Change" and then "Choose a different payment plan." Then choose another existing Payment Plan or create a new one.

change, customize or remove payment plans in Enrollsy

See one of the following support articles on how to create a Payment Plan:

Step 3 - Add Charge Items

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 - Edit Payment Plan

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 - Customize Payment Plan

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

Make any changes to the above in the window that opens:

customize a payment plan in Enrollsy

Click Apply to apply the changes made.

Step 3 - Add Charge Items

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 - Edit Payment Plan

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 - Remove Payment Plan

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 - Add Charge Items

A message will appear giving you this warning before proceeding:

remove a payment plan in Enrollsy

Click Remove to remove it.

Add a Payment Plan

Step 1 - Edit Payment Plan

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 - Add Payment Plan

To add a Payment Plan, click on "Edit" and then "Add a Payment Plan. Choose an existing Payment Plan or create a new one. See one of the following support articles on how to create a Payment Plan:

add a payment plan in Enrollsy

Click Save to apply the changes made.

Step 3 - Add Charge Items

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.

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