Our Payments 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
On the Administrator Dashboard, navigate to the "Overview" tab under "Billing" on the left of the screen to reach the Payments page. Beneath the "Saved item" section, you'll see the templates you've created through the Create Charge feature. (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 3-dot menu on the far right of its row on the table. A dropdown menu will open; click "Edit" to open a pop-up editor.
From this pop-up, you have options to edit the item name, price, quantity, and description. Make your desired changes and the click "Save." You'll be returned to the Payments page with your changes reflected in the table beneath "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
On the same table beneath the "Saved items" section, find the template you wish to delete and then click the 3-dot menu on the far right of its row. A dropdown menu will open; click "Delete."
A pop-up will appear, asking you to confirm that you want to remove this item. Click "Remove item" to confirm or "Cancel" to 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.