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How to Edit Charge Items on Payment Plans
How to Edit Charge Items on Payment Plans

Add, remove, or change what is charged in a Payment Plan

Serena Edwards avatar
Written by Serena Edwards
Updated over 2 months ago

Edit Charge Items

To create a new Charge Item or edit an existing one, head over to the My Company page and click on the Items tab. Charge Items will be on the left-hand side. See "How to Create a New Charge Item," to add a new Charge Item.

To edit an existing Item:

  • Click on the pencil icon beside the Charge Item

  • Edit the Charge Item name

  • Click the radio buttons beside the options you wish to change

  • Click Save

Add/Remove Charge Items

To add or remove a Charge Item on a Payment Plan, open the Program Editor by clicking the pencil icon beside the Program on the Programs page. There are two ways to adjust Charge Items.

The first is on the Total Program Cost if you are using the default method where the system automatically divides the Total Program Cost equally into the Payment Events. The second is if your Payment Plan amounts are different and need to be added manually.

Automatically Divides Total Program Cost

If you are using the default method where the system automatically divides the Total Program Cost equally into the Payment Events, then follow these steps:

  • Under the Pricing section, click on the +/- button under Total Program Cost. This adds or removes any current Charge Items.

add or remove charge items in Enrollsy
  • After adding or removing Charge Items under this section, the Payment Plan(s) will automatically update too as long as they are set on the default "Divide total cost of each Class equally into [#] payment events."

Manually Set Payment Plan Pricing

If your Payment Plan amounts are different and pricing is added manually, then follow these steps:

  • Under the Pricing section, click the pencil icon beside a Payment Plan.

  • Be sure the option "Manually set pricing for [#] payment events" is selected.

  • Click the Add/Remove Charge Item to add or remove any Charge Items. Add the amount and any discounts.

  • Select "Apply" to save any changes made.

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