If a student is out for an extended amount of time or for any other reason, providers can temporarily pause a billing plan to suspend recurring invoices from being created. When the student returns, you can resume the plan to continue billing the student.
Pause a plan
Paused billing plans will generate $0 invoices during the paused period, but will not notify parents when they post.
Log in on the web
Click Billing > Students > Student Plans
Use the checkboxes next to the applicable student(s) and select Pause selected plans
Select the reason for the pause, resume date, then click Confirm
Resume a plan
Paused billing plans will automatically resume if you set a resume date, or you can manually resume them at any time.
Log in on the web
Click Billing > Students > Student Plans
Use the checkboxes next to the applicable student(s) and select Resume selected plans
Click Confirm
Review paused plans
Providers can easily see how many billing plans are paused at your program and the status of each plan.
Log in on the web
Click Billing, then Students
Select the Student Plans tab
(Optional) To only view plans in a paused status, slick to remove Active from the 'Plan Status' filter at the top of the table
💡Tip: Review the Next due date column for insight into when the next charges will occur
Best practices for pausing plans
We recommend pausing the billing plan right after the due date for the last invoice that should be paid. When billing should resume, we recommend you reactivate the plan before the post date of the next invoice.
For example, say a student will be on vacation for July and their plan is set to bill them the 1st of each month with invoices scheduled to post 3 days before the due date.
To ensure they are not billed for July, the plan should be paused prior to June 28th to prevent the invoice due on July 1st from posting. If the plan is paused on or after June 28th, you will need to void any invoices that were posted if the family is not expected to pay that invoice.
If the student is scheduled to return to the program in August, the billing plan should be resumed no later than July 28th. This will ensure that the invoice due on August 1st will be posted 3 days prior on June 29th.
FAQs
If I pause a plan, can the guardian still make payments?
If I pause a plan, can the guardian still make payments?
When a plan is paused, parents are still able to pay specific invoices that have already been posted, their full account balance (all open invoices);, or they can pre-pay their account without paying specific invoices.
Administrators are also still able to send one-time invoices which will not impact a student’s plan status.
I accidentally deleted a billing plan instead of pausing. Can the plan be reinstated?
I accidentally deleted a billing plan instead of pausing. Can the plan be reinstated?
Deleting a billing plan is permanent and cannot be undone.
If you accidentally deleted a plan instead of pausing the plan, you can create a new plan. If the billing plan should have been paused, you can set the first due date on the new plan to a date in the future when the student will be attending the program again.