Once a billing plan is created, staff with Admin and Billing Only permissions can edit any part of a plan as needed.
Please note that some fields on a plan cannot be edited if the first invoice for the plan has been sent.
What fields can be changed on a billing plan?
If the first invoice for the plan has not been sent, you can edit anything in the plan, such as the:
Frequency
Amount
Plan name
Payment due dates
Dates of service
Notes
However, once the first invoice is sent, you'll only be able to make adjustments to the amount due, discounts, or payment split between multiple payers. This is useful if you only need to change the amount due for upcoming billing periods.
If you can't edit a field because the first invoice has been sent, we recommend you delete the plan and then re-create it.
Edit a billing plan
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From the sidebar menu, click Billing > Students > Student Plans
Locate the plan to edit, then click Actions > View / Edit
Make edits, then click Update billing plan
Edit discounts on a billing plan
If you already created a bill plan, you can always go back to add discounts or make adjustments to any already discounted amounts.
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Go to Billing > Students > Student Plans
Click Actions > View / Edit next to the plan
Next to the individual charge in the plan, tap Actions > Edit charge
Check the Discounts? box to add discount details, or make adjustments to the existing amounts, then hit Save
Continue through the steps, then click Update billing plan to save
