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Payment Plans ​

Configure installment payment options.

Creating Plans ​

  1. Navigate to Billing > Payment Plans
  2. Click Add Plan
  3. Configure:
FieldDescription
NamePlan name
PaymentsNumber of installments
Enrollment FeeSetup fee
Due DatesPayment schedule

Plan Types ​

Monthly ​

Spread over term months:

  • 4-5 payments
  • Due monthly

Bi-Weekly ​

More frequent payments:

  • 8-10 payments
  • Due every two weeks

Eligibility ​

Configure who can enroll:

  • All students
  • By balance amount
  • By student type
  • Exclude certain populations

Auto-Pay ​

Configure automatic payments:

  • Required or optional
  • Payment method storage
  • Failed payment handling

Plan Fees ​

Add fees for plans:

  • Enrollment fee
  • Late payment fee
  • Returned payment fee

Student Information System Documentation