How a Payment Plan Becomes Invalid
The original Payment Plan becomes invalid when you change someone's Enrollment (meaning the following: A person re-enrolls into another Program, is re-assigned to another Class or the Unassigned list, etc.). Changes to enrollments
adds a message to the invalid Payment Plan on the Customer's billing page that says, "The Class the payment plan was associated with is no longer part of this enrollment. You can delete this payment plan or assign it to the program or a class on this enrollment."
While we intend to automate (or semiautomatic) 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.
How to Run an Invalid Payment Plan Report
Changes to enrollments also triggers an alert in the top right corner of Enrollsy, letting you know there is a Payment Plan that requires your attention.
Clicking on the "Invalid Payment Plan" button takes you to the Invalid Payment Plan report. You can also run the Invalid Payment Plan report by going to the Reports page and selecting "Invalid Payment Plans."
NOTE: The Invalid Payment Plan Report is an unlockable feature, so if you don't see this report, let us know so we can unlock it for you.
Once you click on the Report, a window will open. Here you can change the "payments due after" date. It defaults to "01/01/2024" to show all payments due after that date. If you need to see a prior year, click on the calendar icon to change the date.
How to Fix an Invalid Payment Plan
The Payment Plans shown are invalid because the Enrollment was modified (usually by a change to the Class or Program). To fix an Invalid Payment Plan, click on the link within the report. This will take you to the Customer's Billing page. Here, you can do one of the following options:
Assign the plan to either the current Program or Class by selecting the assign button in the warning paragraph. At the top of the drawer, select to assign the Payment Plan to the Program level or a current Class.
Delete the Payment Plan by selecting the delete button in the warning paragraph.
See this article for more in-depth steps and a video on how to fix invalid Payment Plans.