Creating a Recurring Billing Plan

If you would like to schedule a repeating billing plan, you can do so by creating a recurring billing plan. This can be applied to one family or multiple families if needed.

Under the "Finances & Payments" section, select "Recurring plans". Click on "Create New Recurring Plan".

For recurring plans, you'll enter the following information:

• Billing interval: How often will this repeat invoice be charged?
• Plan start date: What date is the first invoice due?
• Plan end date: Optional! You do not need to put an end date.
• Notify parents: Choose how many days in advance you want to remind the family

Once you've entered in all this information, select "Next".

On the next screen, select the category of the charge from previously saved categories, or create a new charge (late fee, lunch fee, materials fee, etc.):

If you type in a new category, you can save it to your categories for later by checking "Save to library".

Select the students this recurring plan should apply to. You can choose as many students are you need. Select "Next" when done.

Review the invoice information and select "Create a Plan" to kickstart the recurring invoices. An email will be sent to the family however many days you entered beforehand for notification.

You can preview a short video below, outlining the above steps!

If you have any trouble creating recurring plans, please reach out to our team at [e-mail] for assistance.