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.):

 

Adding a Discount or Subsidy (When Creating a Plan)

You can add a discount or subsidy while creating a recurring plan.

1. On the Charges step, click the pencil icon next to the charge

2. Select Add Discount or Subsidy

3. Enter the discount details (percentage or flat amount)

4. Click Save, then continue setting up the plan

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!

Edit a Recurring Plan

You can update a recurring plan if details change.

1. Go to Finances & Payments → Recurring Plans.
2. Click the plan you want to update.
3. Select Edit.
4. Make changes to the plan details, charges, or students.
5. Save your changes.

Important: Editing a recurring plan only affects future invoices. Invoices that have already been created cannot be changed.

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Pause or Resume a Recurring Plan

If you need to temporarily stop invoices from being created, you can pause a plan.

Pause a Plan

1. Open the recurring plan.
2. Click Pause Invoice Plan.

While paused, no new invoices will be generated.

Resume a Plan

1. Open the paused recurring plan.
2. Click Resume to restart invoice creation.

Resuming a plan continues future billing based on the plan settings.

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