This guide explains how to create Payment Plans that are assigned to guardians to schedule their students' tuition payments.
Payment Plans would be created after initially creating a Tuition Group.
Before you start
Create a Payment Plan
- Click New under Payment Plans.
- Enter a Name.
- (Optional) Enter a Description.
- Mark or unmark the Allow Recurring Payments checkbox.
- Select Payment Options and enter a Payment 1 Due Date.
- Select if there will be a Fee or a Discount
- If Payment Plan Discount: select and enter either a Discount $ Amount or Discount % of Tuition
- If Payment Plan Fee: select and enter either a Fee $ Amount or Fee % of Tuition.
- Click Save.
The system automatically populates due dates for periods following the Payment 1 Due Date once it is entered. However, these dates can be manually edited. Please note that custom payment plans do not auto-populate any due dates.
