What Are Plans?
When you create a new plan you are setting up a schedule for our platform to automatically create invoices for your students. No need to log in and create the same invoice over and over! You can view your plans on your dashboard here.
How To Create A Plan.
Start by selecting Billing on your dashboard and then selecting Plans
You will then select Create New Plan
You will then enter all of the details for the plan and select Next. You have the ability to set monthly, weekly, or bi-weekly plans. You will also need to set the "Notify parents" date to determine when the invoice will be generated. If you choose 1 day before the due date, the invoice will generate and notify the parent one day prior to the due date during the billing cycle. In this screen, you will also be able to add additional line items and discounts.
You will then be able to select ALL students who need plans created with these parameters from the Select Students list.
Please also note, you are now able to create multiple plans for the same student! In the image below, Alicia Spinnet and Angelina Johnson already have plans set up on the dashboard. However, the plan creator is allowing me to select their names again. This is very useful in generating monthly invoices for multiple things. (meals, payment fees, etc.). The dashboard also shows which plans the students already have associated with their accounts!
You can see below that the "Registration Fee" plan has been added to four students. Once you have selected all students, select Next
You will then be asked to confirm the details and send! Once you have confirmed that all necessary students have been added, select Create Plan!
Once you have completed that process, you can head back to the Plans tab on the Billing dashboard and you will be able to see all plans created for your students.
Can I add the dates of service to invoices sent with plans?
Yes, you can opt to automatically add the dates of service to each invoice. Depending on the frequency of invoices you send to your parents, you can choose to have the dates of service on the invoice displayed for the current, previous, or following month. We even have a handy tool that will calculate the dates which will appear on the first invoice before you create the plan, and show you a preview! Many parents require this information for reimbursement purposes, so it's a good idea to add that data.
Can I make a change to a plan?
Yes! You can edit, pause, or cancel a plan. It's always worth double-checking your Invoices page before making any changes to your plans, as the invoices visible on that page can be seen by your parents and taken action against. Note that once an invoice has been created and sent through a plan, editing or deleting a plan will not delete that invoice.
Can my parents see their plans?
No. Plans are only visible to the school. Your parents will only be able to see and make payments on invoices.
If you are looking for information on how to create one time invoices, that can be found here.