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.