This video walks you through the key points — it’s the best way to understand everything in just a couple of minutes.
Further Reading
If you offer multiple payment options (e.g., Monthly, Upfront, etc.), it’s common for parents to request changes to their selected payment plan—even after invoices have already been issued.
When you delete a payment plan from a student’s enrollment, all outstanding invoices associated with that plan will also be automatically deleted. You can then either leave the plan unassigned or replace it with a new one.
How to Delete a Payment Plan
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Go to the Enrollments tab.
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Locate the student’s enrollment.
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Click the three dots on the right-hand side of the enrollment row.
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Select Delete Payment Plan From Enrollment.
Note: This option is only available if a payment plan is currently assigned, and if there are no paid invoices on the enrollment. If the plan status shows Not Selected, the delete option will not appear.
What Happens Next
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After clicking Delete, a confirmation screen will appear.
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You’ll see two options:
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Confirm – Removes the plan and deletes all associated invoices.
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Confirm & Update Payment Plan – Removes the existing plan, deletes associated invoices, and immediately takes you to the screen to assign a new payment plan.
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If you don’t assign a new plan right away, make sure to notify the parent that they must select a new payment plan on their end.