You may need to change or remove the Charge Items listed on a Payment Plan (on a Program or an individual Account). Here's how to edit, add, or remove Charge Items.
Edit Charge Item
To edit an existing Charge Item, follow these steps.
Step 1 - Items Tab
Head over to the My Company page and click on the Items tab. Charge Items will be on the left-hand side.
Step 2 - Edit Charge Item
To edit an existing Item, click on the pencil icon beside the Charge Item.
Here you can edit the Charge Item name or select the radio buttons beside the options you wish to change. Click Save to save the changes made.
Add a New Charge Item
See "How to Create a New Charge Item," to add a new Charge Item.
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.
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.