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 a student billing plan is created, you can fully manage it, including editing debit schedules, applying or removing discounts, adjusting co-pays, adding subsidies, and deleting plans when needed.
Edit an Active Billing Plan
Navigate to Billing and select Transactions to see a list of all your students and their balances.
a. For recurring items
i. Playground now allows you to edit an entire installment plan directly.
ii. Navigate to Billing > Transactions.
iii. Locate the student whose installment plan you want to update.
iv. Click the Actions (…) menu next to the student’s name.
v. Select Edit installments
vi. When you select Edit Installments, you can choose which installments to update:
All installments of this billing plan – Updates apply to every installment (past, present, and future). Keep in mind this will alter the entire plan which will alter balances and credits if there were payments on the account.
Upcoming installments only – Changes only affect installments that have not yet been posted.
Installments after a date – Updates installments after the date you specify. Perfect for updating rates.
b. For individual installment/ 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
c. Adding Installment
i. 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.
d. Deleting an installment
i. You can delete any installment by clicking the three dots and select delete. You can delete installments in the middle of the billing plan without having to delete the entire plan.
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
Prefer a little in-app help? Just click the Guided Walkthrough button at the top of the Billing -> Overview tab to get started. You can learn more about Guided Walkthroughs here.
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.