How to edit Invoice notifications

Inside this article

• Payment Plan Locations

  • Enrollment Period settings

  • Program settings

• Editing Invoicing

  • Add Dates for Service

Auto-Billing can now be found within your Payment Plans in the "Invoices" section.

Payment Plan Locations

You can find your Payment Plans in two places:

1. Enrollment Period settings

   Under your Enrollment Period (or whatever you call specific periods or semesters), you will see a clipboard/money icon (V2 billing only). Click that to manage your payment plans.

   
   

2. Program settings

   Open the editor of one (or more) Programs:

   

Editing Invoicing

Under Pricing, you will see a +/- Add/Remove Payment Plan. Click that to open up your Payment Plans.

Once in your Payment Plan, scroll down to "Invoicing."

Under this heading, you have a few decisions to make.

1. The first is to decide if you want invoices sent when Auto-Pay is on or off.

2. The next is to set up when you want invoices sent. This is OPTIONAL.

3. Please choose how you want them sent (by text, email, or by Account Holder's contact preference).

4. Select who will receive the notifications (Primary and/or Secondary Account Holder).

5. Pick how many days before each payment event they will be notified (1-7 days).

Click Submit to add the Plan. You can edit or delete any of these Payment Plans anytime.