See Add Payment Plan for another video!
Important Note about Payment Plan Enrollment Cards
The left side (where the enrollments show) is no longer connected to the right side of the Enrollment Card. Payment Plans can now be attached to a Class or be on the Program Level. You can also now scroll through all Payment Plans by using the stepper at the top. See this support article for more information on Enrollment Cards and Payment Plans.
You have three options when changing a person's Payment Plan:
NOTE: This does NOT change the main Payment Plan; ONLY the one for the account. Also, note that changing Program Payment Plans does not change any Payment Plans on individual accounts.
To change, edit, or remove a current individual Payment Plan, choose one of the following options:
Edit Payment Plan Pricing
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 beside the Payment Plan you want to edit.
NOTE: If there is more than one Payment Plan, you will see a stepper at the top where you can scroll through the Payment Plans (E.g., "1 / 2"). Be sure you are on the correct Payment Plan before editing it.
Next, enter the new pricing in the first blank. If you want to use the same amount in all payment events, click the "Reuse" button to copy the amount into all other payment events.
If you need to enter different amounts, you can scroll through the payment events using the stepper at the top:
Click the "Save" button to save any changes made.
Change to a different 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 beside the Payment Plan you want to edit.
NOTE: If there is more than one Payment Plan, you will see a stepper at the top where you can scroll through the Payment Plans (E.g., "1 / 2"). Be sure you are on the correct Payment Plan before editing it.
Select "Change" and then "Choose a different payment plan."
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:
NOTE: 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.
Change the Payment Plan Level (Class or Program)
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 beside the Payment Plan you want to edit.
At the top, click the down arrow to change the level of a particular Payment Plan to either a specific Class or the Program level.
Select "Save" to save the changes made.
NOTE: If the correct Class does not show up in the dropdown, it may be on a different Enrollment Card. You will then need to add the Payment Plan to that Enrollment Card or make the Payment Plan a Program-level plan.
Customize a Payment Plan (Change Payment Events)
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 beside the Payment Plan you want to edit.
NOTE: If there is more than one Payment Plan, you will see a stepper at the top where you can scroll through the Payment Plans (E.g., "1 / 2"). Be sure you are on the correct Payment Plan before editing it.
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. See below for how to change the Payment Plan name and payment events for ONLY this customer:
NOTE: Customizing invoicing for an enrollment isn't supported yet. When you customize a Payment Plan, you inherit the invoicing settings from the original plan which is displayed in this window (see screenshot below). This means how invoices are sent, who they are sent to, and the day(s) before the payment event is not customizable.
Click Apply to apply the changes made.
Remove a 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.
NOTE: If you have multiple Payment Plans on the Enrollment Card, only one Payment Plan will be removed. If you want all Payment Plans removed, you will have to remove each one. You can easily view if you have multiple Payment Plans if there is a scroll bar at the top where you can page through the Payment Plans.
To remove a Payment Plan, click "Change" and then "Remove this payment plan."
A message will appear giving you this warning before proceeding:
Click Remove to remove it. This will remove ALL the payment events for this enrollment.
Add a Payment Plan
On the Enrollee's Billing page, scroll down under "Tuition/Active Enrollments" to the Future Invoices and Payment Plans box. If there is at least one Payment Plan, select the "+ Payment Plan" button at the top.
If there is no Payment Plan, the "+ Payment Plan" button will be in the middle of the card, like this:
Set the Level
Next, choose one of the following options:
Option 1 - Program-Level Payment Plan
Program-level Payment Plans have pricing that includes ALL Classes enrolled under that Program. Adding a Payment Plan at the Program level will result in the Class being set to None on the Enrollment Card (as the Payment Plan is not on the Class, but on the Program).
NOTE: Program-level Payment Plans do not report financial information at the Class level, so if you need to have reporting for payments or invoices at the Class level, please use a Class level Payment Plan.
At the top, click the down arrow to change the level of the Payment Plan to a Program level. A notice will pop up explaining that Payment Plans set at the Program level will run in addition to any Payment Plans set at the Class level, so be sure to either remove the Class-level Payment Plans or take them into account.
Continue to Choose the Payment Plan.
Option 2 - Class-Level Payment Plans
When a Payment Plan is on a Class, the name of the Class will appear. Payment Plans at the Class level should be used if you need reports for payment or invoices at the Class level.
At the top, click the down arrow to change the level of the Payment Plan to a Program level.
NOTE: If the correct Class does not show up in the dropdown, it may be on a different Enrollment Card. You will then need to add the Payment Plan to that Enrollment Card or make the Payment Plan a Program-level plan.
Choose the 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:
Click Save to apply the changes made.
After changing the payment events, you will have to ADD THE CHARGE ITEMS (i.e., Tuition, Registration, etc.) by clicking "Add/Remove Charge Item."
Click the "Reuse" button to reuse the exact amounts for the following dates. This will copy the existing amount to ALL the scheduled payment events. In the following example, it copies "$150" onto 38 more payment events.
Click Save to apply the changes made.