j. How to Delete/Change a Payment Plan for a Student
Do you offer multiple payment options such as Monthly, Upfront, etc.? If so then it's likely you will encounter situations where parents change their mind about their payment plan choice. Sometimes, this may even happen after a first invoice (or several) was issued to them. Ugh! This is a headache, right?
Not so fast, as you can easily remove and replace a payment plan for a given student. In addition, all outstanding invoices issued under this student entry will be automatically be deleted in order to start with a clean slate.
How to Delete a Payment Plan
Go to your 'Enrollments' tab, look up your student enrollment, then simply click on the 3 dots on the right hand side of the screen and choose Delete Payment Plan From Enrollment. Of course, this option is only available if a payment plan is already selected - it will not show if the payment plan is 'Not Selected'.
Once you click on the Delete button, the next screen will ask you to confirm the removal of the plan as well as the deletion of any invoice issued under it. Clicking 'Confirm' will just remove the plan and delete the associated invoices, while clicking 'Confirm & Update Payment Plan' will take you directly to a screen where you can pick a new payment plan to replace the previous one (if you don't do this, let the parent know that they need to take action on their end).
If you get a message saying "To remove payment plan, ensure all invoices are in Pending Payment or Refunded status with no active transactions", you need to visit this page to learn about the prerequisites required for an invoice to be deleted.