Deactivating or deleting a billing plan will ensure recurring invoices are no longer posted to a student's billing account. Plans can be deactivated immediately or scheduled to automatically be deleted on a specific date in the future. Additionally, pausing a billing plan is an alternative option that temporarily stops the generation of charges while retaining the plan for future use.
Providers may wish to deactivate billing plans if a student leaves, tuition rates change, or a duplicate plan was created. Other scenarios include switching to a lump-sum payment system or addressing compliance requirements.
Deactivate billing plans
Providers can deactivate billing plans for multiple students at once, or on a individual basis. This is a permanent action and cannot be undone.
Deleting a plan does not remove posted invoices or payments. If a future end date is set, any final charges before that date will still be posted before the plan deletes automatically.
💡 Tip: If a student will be away for an extended period but is expected to return, you may choose to pause and later reactivate their plan instead. Pausing temporarily halts charge generation and provides flexibility to resume the plan on a scheduled date, making it ideal for planned absences or temporary changes.
For individual students
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Click Billing in the left sidebar
Select a student to open their billing profile
Click the Account details tab, then next to the plan choose Actions > Deactivate
Select a reason for deactivating and when the plan will be deleted
Click Confirm when done
In bulk
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From the left sidebar, click Billing > Students > Student plans
Click the checkboxes next to the plans, then click Deactivate selected plans
Select a reason for deactivating, then Confirm
FAQs
Where can I view deleted billing plans?
Where can I view deleted billing plans?
Once deleted, the plan will no longer generate new charges and will be listed under the Inactive tab on a student's Account details page. These inactive plans remain part of the student's account record to ensure data transparency and compliance.
How do I clear incorrect charges leftover after I delete a billing plan?
How do I clear incorrect charges leftover after I delete a billing plan?
If after deactivating a billing plan, the student's account still displays a balance from unintended charges you can fix this by Reducing or Voiding invoices that have been posted to the account to bring their balance owed down to $0.00.
If a student is moving to a new tuition rate, should I update the existing billing plan or delete it?
If a student is moving to a new tuition rate, should I update the existing billing plan or delete it?
Both options work - we recommend picking what works best of you. If you update the existing plan, you’ll need to manually adjust the rate when it takes effect.
Or, you can set the current plan to deactivate on the exact transition date. Once that’s scheduled, create a new billing plan with the updated rate and a start date so it automatically takes effect when the new tuition begins.