Payment Plans

Payment plans gives you the flexibility to be configured for session enrollment or schedule custom payment dates on an invoice. Please note that when a payment plan is enabled on an invoice, certain invoice rules work different:

  • If a payment plan is set on an invoice, auto-pay will not run based on your normal invoicing rules (either on post date or due date). Payment will run based on the dates you have set for the invoice.
  • Late fees will be assessed based on the due date of the invoice, not individual payment plan dates.
  • Custom payment plans do not have to equal the remaining invoice balance.
  • Families can see payment plan names as well as the default text on invoices through the app.

How to Create a Payment Plan Template:

  1. Go to Settings > Invoices and scroll to the section labeled Payment Plans
  2. Click the green + button to create a new plan, or click a plan to edit one
    1. Note: If you edit a plan that is already is on invoices - it will not update those invoices.
  3. Configure the plan based on your payment plan
    1. Payment Plan Name: This is visible by the family on the invoice
    2. Enabled: Do you want this to display as an option on an invoice
    3. Default Text on Invoice: Based on the payment plan, add default text that gives you the family information on the terms of the payment plan
    4. Add Dates & Percentages: Please ensure all dates are in the future, dates set in the past will not run the automated payment. Percentage must add up to 100% for payment plan templates.

Apply Payment Plan to Invoice:

  1. Go to the Invoice that you want to set the payment plan on
  2. Click the "More" button in the top right corner and select Add Payment Plan
    1. You can add a payment plan to any invoice except completed & archived
  3. Select a payment plan OR create a custom plan
    1. Use a Payment Plan Template: If you edit the dates or amounts, it will change your plan to a custom plan.
    2. Custom Plan: Custom plans do not have to add up to the outstanding balance of the invoice. If it does not match, the plan will be yellow - if it does it will turn green.
  4. The Payment Plan will display below the invoice line items and above the invoice history.
  5. If you have auto-pay on, the amount will run on the specified date with your other auto-pay invoices.

Allow Parents to Select Payment Plan at Checkout

You can allow parents to select payment plans at checkout, however they need to be approved and added by your team.

If a new enrollment is made from a family, when their draft invoice is created a task will be made for admin. When hovering over the icon, you will see what was requested. Your team can add the payment plan by following the steps above or change what payment plan they are eligible for.

To remove the requested payment plan, click the icon from either an invoice or Family Page and select remove to no longer get the task when a new invoice is made for the family.