The original Payment Plan becomes invalid when you change someone's Enrollment (re-enrolling into another Program, re-assigning to another Class or the Unassigned list, etc.). While we have intentions to automate (or semi-automate) this in the future, for now, changing Enrollments requires additional effort to ensure everything works as expected for those who selected a Payment Plan at the time of enrollment.
Additionally, payment plans may also encounter issues such as being linked to the wrong enrollment or being deleted, which can lead to billing errors and confusion.
Changes to enrollments trigger an alert in the top right corner of Enrollsy, letting you know there is a Payment Plan that requires your attention.
Clicking this button will open a drawer where you can click on the Account Holder and view their billing tab, where you will be able to locate the Invalid Payment Plan(s).
Since changes were made to the Enrollment, you can decide to either delete the Payment Plan and create a new one, or you can assign the Payment Plan to the current Program or Class for the enrollment.
To systematically address these errors, review the enrollment details to ensure the payment plan is associated with the correct enrollment and matches the intended billing structure.
Delete Payment Plan
To delete the Payment Plan, you can click the delete button in the warning paragraph:
Assign Payment Plan
To assign the Payment Plan to the current Program or Class, you can click the assign button in the warning paragraph and at the top of the drawer, select to assign the Payment Plan to the Program level or a current Class.
You can of course edit a Payment Plan (change pricing, add discounts, or change payment event dates) after assigning it.
Preventative Measures to Avoid Future Errors
Double-Check Enrollment Details: Before adding a payment plan, ensure it is linked to the correct enrollment.
Train Admin Users: Provide training to admin users on how to correctly assign payment plans.
Regular Audits: Periodically review accounts to ensure payment plans are accurate and up-to-date.