Playground billing gets you paid on time every time. Billing items are the core of Playground billing. Billing plans are built around items that can be set up to bill on a regular weekly, bi-weekly, semi-monthly, or monthly basis, or they can be billed as one-off charges.
Edit Billing Plans
Once student billing plans are created, you can edit them to adjust debits, add discounts, manage co-pays, or delete them entirely.
Edit an Active Billing Plan
Navigate to Billing and select Statements to see a list of all your students and their balances.
Click on the child whose plan you’d like to edit. You can also directly navigate to their profile and click on their Billing tab.
For recurring items
Edit the entire payment plan by clicking on the three dots dropdown menu and selecting Edit
This will let you edit all installments of the payment plan, even ones that have been paid already. Saving will override any other customization you have made on individual installments.
You’ll be able to update the amount, description, discount(s), and optional accounting code.
When ready, click Save
To edit a specific installment, click on the payment plan row to drill down and see all installments.
Click Edit to edit the specific installment’s amount, invoice date, due date, description, discount(s), accounting code, and service dates. These changes will only apply to this specific installment. When ready, click Save.
You can add another installment to the plan by on the three dots dropdown menu and selecting Add installment and confirming the amount, discount, post date, due date, and description.
You can delete any installment by clicking on the trash icon. You can delete installments in the middle of the billing plan without having to delete the entire plan.
For one-off items
i. Click the three dots dropdown menu and select Edit
ii. Update the amount, invoice date, due date, description, discount(s), accounting code, and service dates.
iii. When ready, click Save
Manage Saved Items
Saved items can be edited anytime to ensure billing plans are set up with the latest rates.
From the admin dashboard, navigate to the Billing tab and select Overview.
Click on the Saved Items tab.
Click on the three dots next to the Saved Item you want to edit.
Select Edit or Delete If editing, change the Name, Price, Description, or Accounting Code. When ready, click Save.
If deleting, click Delete to confirm the action.
🚨 If you change the price and want to apply the new changes to any existing student billing plans created, select the Edit All Future Debits With This Name checkbox. This will apply the new rate to any future charges with the same saved item name.
View, Edit, and Delete Saved Discounts
To view your currently saved discounts, navigate to the Billing tab, select Overview, and then select Discounts at the top of your screen.
Click the three dots to open the actions menu.
To edit the saved discount, click Edit and make any changes you'd like before clicking Save.
To delete the saved discount, click Delete and confirm that you'd like to delete the saved discount.
🚨 Once deleted, a discount cannot be restored. This action will not remove the discount from existing or past plans; it simply makes the discount template unavailable for future use.