Video walkthrough
Further Reading
When a student's enrollment start date begins after the start date of a program you may need to customize the payment plan of the student to prorate the payments.
When you are enrolling the student you can select the payment plan on behalf of the parent and then customize the payments on the payment plan for that particular student. At the Review step of Set payment plan & discount you can Delete and Edit (and Add) payments to ensure that the invoices are correct for the student.
At the Review step, you can:
- Delete payments (e.g., for months the student won't attend).
- Edit existing payments (e.g., to adjust tuition amounts).
- Add new payments if needed.
Example: If the student begins in September, simply select the August payment using the checkbox on the left and click Actions > Delete to remove it.
Select payment rows for available bulk actions. Select a payment name to open Edit payment, then review its amount, dates and line item detail. Review the complete schedule before proceeding.
After reviewing the prorated payment schedule, select Next. At Result, review Notify parents of enrollment and select Done to finish.
Review and customize the payment amounts and dates before creating the enrollment invoices.
Important Notes
- Enrollment start/end dates do not automatically adjust payments.
- You must manually customize the payment plan as outlined above.
- If you skip this step, parents will be billed according to the standard plan, which may result in overbilling.