Charge Items on a Payment Plan control what gets charged and when. You may need to set up a new Charge Item, add or remove one from a plan, edit an existing one, or set up a special Charge Item that only appears on Payment Plans (not on Pay-in-Full). This article covers all of these scenarios.
Edit an Existing Charge Item
If you need to rename a Charge Item or change its settings, follow these steps.
Head over to the My Company page and click on the Items tab. Charge Items will be on the left-hand side.
Go to My Company and click on the Items tab. Charge Items are listed on the left-hand side.
Click the pencil icon beside the Charge Item you want to edit.
Here you can edit the Charge Item name or select the radio buttons beside the options you want to change. Click Save when finished.
Add a New Charge Item
To create a brand new Charge Item from scratch, go to the Items tab (My Company > Items) and click on the plus button beside Charge Items. For more detailed steps, see How to Create & Edit Charge Items & Discount Items.
💡 Note: If you need a Charge Item that only appears on Payment Plans and not on Pay-in-Full, see the Set Up a Payment Plan–Only Charge Item section below before creating it.
Add or Remove Charge Items on a Payment Plan
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 methods depending on how your Payment Plan pricing is configured.
Method 1: Automatically Divides Total Program Cost (Default)
If your Payment Plan is set to automatically divide the Total Program Cost equally across payment events, follow these steps:
Under the Pricing section, click the +/– button under Total Program Cost. This adds or removes Charge Items from the plan.
After adding or removing Charge Items, the Payment Plan(s) will automatically update — as long as they are set to the default "Divide total cost of each Class equally into [#] payment events."
Method 2: Manually Set Payment Plan Pricing
If your Payment Plan amounts vary and pricing is set manually, follow these steps:
Under the Pricing section, click the pencil icon beside the Payment Plan.
Make sure "Manually set pricing for [#] payment events" is selected.
Click Add/Remove Charge Item to add or remove any Charge Items. Enter the amount and any discounts for each payment event.
Click Apply to save your changes.
Set Up a Payment Plan-Only Charge Item
Sometimes you have a Charge Item — like an Admin Fee — that should only appear on a Payment Plan and not on the Pay-in-Full option. Here's how to set that up.
Step 1 - Create the Charge Item
On the Items page, add a new Charge Item. Leave all default settings selected and click Save.
Step 2 - Open the Payment Plan in the Program Editor
In the Program Editor, go to Program Settings > Pricing section > Payment Plans and click the pencil icon beside the Payment Plan.
Step 3 - Switch to Manual Pricing
Change the setting to "Manually set pricing" and re-enter the payment event pricing under "Scheduled Payments" (use the Reuse button to copy the same pricing to each payment event).
Step 4 - Add the Charge Item in the Right Location
If the Charge Item (e.g., "Admin Fee") is due at enrollment — when someone first enrolls — add it under "Due at Enrollment."
If the Charge Item is due at the next payment event, add it under "Scheduled Payments."
Click Apply to apply all changes, then click Save to save the Program.