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:
Set the Level
Next, choose one of the following options:
Option 1 - 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.
At the top, click the down arrow to change the level of the Payment Plan to a Program level. A notice will pop up explaining that Payment Plans set at the Program level will run in addition to any Payment Plans set at the Class level, so be sure to either remove the Class-level Payment Plans or take them into account.
Continue to Choose the Payment Plan.
Option 2 - 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.
At the top, click the down arrow to change the level of the Payment Plan to a Program level.
NOTE: If the correct Class does not show up in the dropdown, it may be on a different Enrollment Card. You will then need to add the Payment Plan to that Enrollment Card, or make the Payment Plan a Program-level plan.
Choose the Payment Plan
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.
