Billing plan templates can be edited or deleted at any time to reflect changes in rates or billing schedules. Templates can be managed at the individual site level or across multiple locations for multi-site programs.
Templates at a single site
Admins can edit or delete templates created at a single site. Changes donât affect existing student plans assigned and only apply to future plans.
Edit or delete templates
Log in on the web
From the sidebar, click Billing > Library
Next to the template, click Actions
Select Edit plan template or Delete plan template
Note: If you canât edit or delete a billing plan template, you may not have permission, or the template was created at the multi-site level. Please contact your program administrator directly for help.
Templates across multiple sites
Multi-site Admins can edit, delete, or manage location access for organization-level templates shared across multiple program locations.
Edit or delete templates
Editing or deleting a template affects the templates sites can create going forward, but does not impact plans already assigned to students.
Log in on the web
In the sidebar menu, click Workspaces > Organization
Under Billing, hit Actions
Select Edit plan template or Delete plan template
Change which locations can use a template
Multi-site Admins can assign templates to specific locations or remove them as needed. Removing a location does not delete any billing plans already assigned to students.
Log in on the web
In the sidebar menu, click Workspaces > Organization
Under Billing, hit Actions > Edit location access next to the template
Turn locations on or off, then click Save
