Create payment plans
Bundle fees into a payment plan that can be attached to a student's enrollment.
A payment plan bundles one or more fees for a level. It is the thing you attach to an enrollment — once attached, the student's installments are generated from the plan's fees.
Who this is for
Administrators packaging fees into the plans students are billed under.
Before you start
- The fees must already exist for the level — see Set up fees.
- An academic year must be selected.
Steps
Open the Payment Plans page
Go to Finance → Payment Plans, then start a new plan.
Choose the level
Pick the level first. The list of fees you can add is filtered to that level.
Fill in the plan details
Complete the fields below, then click Create Payment Plan.
| Field | Required | Notes |
|---|---|---|
| Name | Yes | The display name, e.g. Grade 1 — Full plan. |
| Level | Yes | The level the plan is for. Determines which fees are available. |
| Plan type | Yes | The category of plan (for example academic). |
| Conditions | No | Optional notes or terms shown with the plan. |
| Fees | Yes | One or more fees to include. Select a level first to populate this list. |
Save the plan
The plan is now available to attach when you create an enrollment or enroll students in bulk.
What comes next
Attaching a plan to an enrollment generates the student's installments — see Installments and schedules.