Any Invoices added under "Create Invoice" will appear under "Current Invoices" even if the due date is in the future. If you want one or more Invoices to appear under "Future Invoices," you must add or edit them in a Payment Plan.
Add a Payment Plan
If there is no Payment Plan, you can add a Payment Plan that has future payment events. Here's how to do this:
On the Enrollee's Billing page, scroll down under "Tuition/Active Enrollments" to the Future Invoices and Payment Plans box. If there is at least one Payment Plan, select the "+ Payment Plan" button at the top.
If there is no Payment Plan, the "+ Payment Plan" button will be in the middle of the card, like this:
Program-Level Payment Plan
Program-level Payment Plans have pricing that includes ALL Classes enrolled under that Program. Adding a Payment Plan at the Program level will result in the Class being set to None on the Enrollment Card (as the Payment Plan is not on the Class, but on the Program).
NOTE: Program-level Payment Plans do not report financial information at the Class level, so if you need to have reporting for payments or invoices at the Class level, please use a Class level Payment Plan.
Class-Level Payment Plans
When a Payment Plan is on a Class, the name of the Class will appear. Payment Plans at the Class level should be used if you need reports for payment or invoices at the Class level.
Choose an existing Payment Plan or create a new one.
See one of the following support articles on how to create a Payment Plan:
Click Save to apply the changes made.
After changing the payment events, you will have to ADD THE CHARGE ITEMS (i.e., Tuition, Registration, etc..) by clicking "Add/Remove Charge Item."
Click the "Reuse" button to reuse the exact amounts for the following dates. This will copy the existing amount to ALL the scheduled payment events. In the following example, it copies "$150" onto 38 more payment events.
Editing the Current Payment Plan
If there is already a Payment Plan on the account, to add future Invoices, you will have to edit the Payment Plan. Here's how to do that:
Editing Future Pricing
If you need to edit the pricing for future payment events, follow these steps.
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.
NOTE: If there is more than one Payment Plan, you will see a stepper at the top where you can scroll through the Payment Plans (E.g., "1 / 2"). Be sure you are on the correct Payment Plan before editing it.
Next, enter the new pricing in the first blank. If you want to use the exact same amount in all payment events, click the "Reuse" button to copy the amount into all other payment events.
If you need to enter different amounts, you can scroll through the payment events using the stepper at the top:
Click the "Save" button to save any changes made.
Editing Payment Events
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.
NOTE: If there is more than one Payment Plan, you will see a stepper at the top where you can scroll through the Payment Plans (E.g., "1 / 2"). Be sure you are on the correct Payment Plan before editing it.
Choose "Change" and then "Customize this payment plan" to change any of the following:
The Payment Plan name
The Payment Plan type (Scheduled, Installments, Subscription)
The payment schedule
The invoicing schedule
Make any changes to the above in the window that opens. See below for how to change the Payment Plan name and payment events for ONLY this customer:
NOTE: Customizing invoicing for an enrollment isn't supported yet. When you customize a Payment Plan, you inherit the invoicing settings from the original plan which is displayed in this window (see screenshot below). This means how invoices are sent, who they are sent to, and the day(s) before the payment event is not customizable.
Click Apply to apply the changes made.