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Payment plan under term

Liz Odom

September 05, 2019 14:57

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Can I add two different invoices in two different terms to one payment plan? 

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  Courtney Schmidt October 04, 2019 13:53

  In our experience, the answer is both yes and no.

  Yes: Instead of listing the payment plan on the "By Term" tab, you can add the payment plan on their financial dashboard, which will allow you to select which invoices to add the plan. 
  
  No: Any invoices that are later added can affect the payment plan and throw off the dates you set as well as the amounts. If the two invoices you have are going to be paid in full by the start of your next invoice, this shouldn't be an issue. The other downside is that if you wanted to do another payment plan not tied to a term, only one account-level payment plan is available that I am aware of. This means that I have to delete a pre-existing one (and its history, which we simply record on the student's dashboard to keep just in case) in order to add another, which is not ideal. 

  I'd love to hear how others are using payment plans!