Managing and Modifying Billing Plans: A Complete Guide
Managing billing plans often involves deleting installments, adjusting charges, or handling specific payment-related scenarios. Here's a complete guide to performing these tasks in Playground.
Overview of Billing Plan Adjustments
Billing plans can be customized by deleting individual or multiple installments, removing duplicates, adjusting charges, and editing due dates. Follow these steps to navigate, manage, and modify billing plans efficiently.
Managing Individual Installments
Deleting Single Installments
Open the billing plan by navigating to the Billing → Debits section of the student’s profile.
Expand the billing plan by clicking the plus (+) icon.
Locate the installment you want to delete.
Click the three-dot menu next to the installment and select Delete.
In the pop-up window, choose Delete this installment only and confirm.
Important: Deleting previously paid installments creates an account credit for the paid amount. Proceed with caution.
Editing Installments
To change the due date or adjust the amount of an installment:
Open the student’s profile and navigate to Billing → Debits.
Expand the billing plan and locate the installment to edit.
Click the three dots next to the installment and select Edit.
Modify details such as due date, amount, description, and discounts.
Click Save. Repeat for each installment as necessary since bulk edits are not supported.
Deleting Multiple or Future Installments
Removing All Future Installments
To delete all upcoming installments while keeping the billing plan’s history:
Access the Debits tab in the billing section.
Expand the billing plan to display all installments.
Locate the earliest future unpaid installment.
Click the three dots next to this installment and choose Delete.
In the pop-up, select Delete this and future installments.
Confirm to finalize changes. - The process will retain past installments while removing only future dues.
Special Billing Scenarios
Handling Overdue Installments
To delete overdue installments:
Locate the overdue installment in the billing plan.
Click the three-dot menu and select Delete this installment only.
Confirm the deletion to ensure no overdue installments remain. Avoid removing the entire plan if only one installment is problematic.
Adjusting for Short Weeks or Holidays
If a billing period is shorter due to holidays:
Open the billing plan and locate the installment for that week.
Use the three-dot menu to select Delete this installment only or modify the installment amount using the Edit option, as outlined above.
Removing Duplicates
To delete duplicate installments or plans:
Open the billing plan and locate the duplicate entry.
Click the three-dot menu and choose Delete installment.
Confirm as deleting installments is irreversible.
Special Notes and Warnings
Preserving Plan History: Avoid deleting entire billing plans unless absolutely necessary to ensure historical data remains intact. Always delete specific installments instead.
Account Balances: Monitor account credits or adjustments created when deleting previously paid installments. Reapply debits if needed to balance the account properly.
By following these guidelines, you can efficiently navigate and modify billing plans while addressing common payment scenarios.