How to edit a payment plan

A guide to editing a payment plan that has been invoiced to a student.

Sasha Reiss avatar
Written by Sasha Reiss
Updated over a week ago

Once a payment plan has been created, it's easy to make changes to each installment, allowing for flexibility when it comes to student absences, unique discounts, or fixing human errors. The following guide explains how to edit an existing payment plan; to create a new payment plan, refer to this article, and to edit a one-time charge, refer to this article.

How to edit a payment plan

On the Administrator Dashboard, navigate to the Students page under the My School section. Click on the name of the student whose invoice you want to edit. You can filter your student list by class using the drop-down menu on the upper right of the table.

On the student's profile page, navigate to the Payments tab and then the Debits tab. Find the charge that you wish to edit and then click anywhere along its row in the table to open its installment details.

A dropdown will appear with the details of each installment, from the debit and credit amount to the "due date" (the date that the invoice is applied to the student's balance).

Click the blue "Edit" next to the date of the installment you wish to edit, "View" to see more information regarding that charge, and the "trash can" icon to delete that specific week from your plan. Let's proceed by clicking "Edit".

The Edit Transaction window will appear with options to edit the:

  • Item amount

  • Due date

  • Item description

  • Discount name

  • Discount description

  • Discount amount

Make any necessary changes and then click "Save" to save your changes.

You'll be returned to the Payments tab on the student's profile page, where you'll now see the changes you've made reflected in the installment details dropdown of the charge.

Did this answer your question?