Sometimes you may need to delete Future Invoices on a Customer's Account. Some of these instances include:
The Enrollment was cancelled
The Account was paid in full
The process for this depends partly on how your Programs and Classes are set up:
Simple, Days per Week & Classes Enrollment Model (not Multi-List)
If the Program is a Simple, Days per Week or Classes (NOT Multi-List) Enrollment Model, follow these steps. (For the Multi-List Class Enrollment Model, see below).
Step 1 - Customer Billing Page
Go to the Customer's Billing page and find the Enrollment.
Step 2 - Payment Plan
Click "Edit" under the Payment Plan name.
Step 3 - Delete Charge Items
Delete all the Charge Items under each Payment Event.
You can EITHER click the right arrow to scroll through to EACH Payment Event to delete the charge items OR
Click "Reuse" to clear out all Charge Items on all Payment Events
Classes Model with Multi-List Programs
If the Program is a Classes Enrollment Model WITH a Multi-List View (see screenshot below), follow these steps:
Step 1 - Customer Billing Page
Go to the Customer's Billing page and find the Enrollment.
Step 2 - Payment Plan under Class Name
Click the down arrow under "Class Assignments" then click on the NAME of the Class (DO NOT click on View, or it will take you to the Classes page).
Click the Class Name (NOTE: You will need to do this for EACH Selection List/Class) to delete each Payment Plan).
The Payment Plan for that Class under that Selection List should appear. Click "Edit" under the Payment Plan name.
Step 3 - Delete Charge Items
Delete all the Charge Items under each Payment Event.
You can EITHER click the right arrow to scroll through to EACH Payment Event to delete the charge items OR
Click "Reuse" to clear out all Charge Items on all Payment Events.
Delete the Payment Plan
You can also just delete the entire Payment Plan. Follow these steps.
Step 1 - Find Payment Plan in Enrollment Card
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.
Step 2 - Remove Payment Plan
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.
Step 3 - Remove Multiple Payment Plans
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.
