Playground's Saved items feature automatically saves the different types of charges you create as templates, making it easy to apply the same type of charge multiple times or to multiple students. As an administrator, you can edit or delete these saved templates.
How to edit a saved charge
Navigate to the Overview tab under Billing on the left of the screen to reach the Payments dashboard. You'll see the templates you've created through the Create Charge feature appear in your Saved items. (Refer to these articles to learn how to create a one-time charge or payment plan.)
Find the template you wish to edit and then click the ellipsis(. . .) on the right to open a dropdown menu. Click "Edit" to open the Edit saved item window.
From the Edit saved item window, you will be able to:
Edit the item name
Edit the item price
Optional - Mark the item as tax deductible
Make your desired changes and the click "Save". You'll be returned to the Payments page with your changes reflected under Saved items.
Editing a template will not effect charges that have already been created, whether as one-time charges or as payment plans.
How to delete a saved charge
Click on the ellipsis(. . .) next to the entry you wish to delete under Saved items. A dropdown menu will open; click "Delete".
The Remove item window will appear, and you will be able to confirm the removal by clicking "Remove item", or cancelling the removal by clicking "Cancel".
Once a template has been removed, it cannot be recovered. Deleting a template will not effect charges that have already been created with this template, whether as one-time charges or as payment plans.
To learn how to fix or delete an invoice applied to a student balance, refer to this article.