Edit Individual Payment Plans
Within the Billing page within each Enrollee's account, scroll down to the "Active/Future Enrollments" card. Click on the Edit button beside the payment plan you want to edit.
If there is more than one payment plan, you will see a stepper at the top to scroll through the payment plans. Be sure you are on the correct payment plan before editing.
Next, enter the new pricing in the first blank. If you want to use the same amount in all payment events, click the "Reuse" button to copy the amount for all other payment events.
Click the "Save" button to save any changes made.
Customize a Payment Plan
To change payment event dates on a payment plan, click on the Edit button on the "Active/Future Enrollments Card".
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
Keep in mind changes will only impact this payment plan instance and will not impact the payment plan settings elsewhere.
Remove a Payment Plan
On the Enrollee's Billing page, scroll down under "Tuition/Active Enrollments". Click on the Edit button.
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.
To remove a payment plan, click "Change" and then "Remove this payment plan."
