Payment Plans in Enrollsy define when payments are collected — they are the payment events themselves, not the prices. You set the pricing on your Class or Program, then assign a Payment Plan to it. Enrollsy divides the total cost across the payment dates you configure.
Enrollsy offers three types of Payment Plans: Scheduled, Installment, and Subscription. Use the sections below to learn about each type and how to create one.
Which Payment Plan Type Should You Use?
Each plan type controls when payments are collected, but they behave differently depending on how your pricing is structured and when customers enroll. Use the table below to find the right fit, then jump to that section for step-by-step setup instructions.
| Scheduled | Installment | Subscription |
Best for | Splitting a total price across specific pre-set calendar dates (e.g., tuition by month or semester) | Charging the full balance at enrollment and letting customers pay it off over time | Charging a flat recurring fee indefinitely (e.g., memberships, ongoing services) |
How payment dates are set | You pick specific calendar dates | Driven by enrollment date — payments begin a set interval after enrollment | Driven by enrollment date — first payment is 1 week/month after enrollment, or on a specific day |
Payment amounts | Equal splits or custom amounts per date | Equal splits across a fixed number of payments | Same flat fee each cycle |
Late Enrollee behavior | Missed past dates are skipped — late enrollees only owe remaining payments | All Enrollees owe the same total balance regardless of enrollment date | Recurring charges begin from their enrollment date |
Proration supported | ✅ Yes | ❌ No | ✅ Yes (when first payment is set to a specific day) |
End date | Built in — you set the last payment date | Built in — payments end when balance is paid off | ❌ No automatic end date — must be ended manually |
Customer selects start date | N/A | N/A | ❌ No — program controls the cycle start |
Frequencies available | Weekly, every 2–6 weeks, monthly, every 2–6 months, annually | Weekly, monthly, annually | Weekly, monthly, annually |
How to Access Payment Plans
You can create and manage Payment Plans from two places in Enrollsy. Either path leads to the same Payment Plan window — use whichever is most convenient for your workflow.
Option 1 — From the Classes or Programs page
Go to the Classes page or Programs page. Find the relevant Class or Program and expand its Enrollment Period by clicking the down arrow on the left side. Then select Manage Payment Plans.
Option 2 — From Program Settings
Open the Program's settings and scroll down to the Payment Plans section. Click Add/Remove Payment Plan to open the payment plan window.
Once the window opens, click the blue plus (+) button to begin adding a new plan. Then continue to the relevant section below for your plan type.
Scheduled Payment Plan
A Scheduled Payment Plan is best when the total price needs to be split across specific, pre-set dates — for example, tuition paid monthly over a school year. Proration is supported on this plan type because the interval between payments is known and fixed.
You can schedule payments at the following frequencies:
Weekly
Weekly every 2, 3, 4, 5, or 6 weeks
Monthly
Monthly every 2, 3, 4, 5, or 6 months
Annually
You can also assign different dollar amounts to individual payment dates rather than equal splits — tuition billing is a common use case for this.
⚠️ A Scheduled Payment Plan does NOT charge customers for any scheduled payments they may have missed. If someone enrolls after one or more payment dates have passed, they are only responsible for the remaining scheduled payments. Missed payments must be charged manually by an Admin using a manual Invoice.
Example: If a payment was due on the 1st and someone enrolls on the 10th, only the remaining payments will apply to them — the 1st payment is not charged retroactively.
Scheduled Payment Plan Example
A school offers a Program with these tuition options (Pay-in-Full is the default at checkout):
$1,900 paid in full (5% discount)
$2,000 paid monthly (no discount)
$1,960 paid in two installments (2% discount)
Since Pay-in-Full is the default, you would create the following two Scheduled Payment Plans as alternatives:
Monthly Plan — 10 equal payments of $200, due each month from August through May
Semester Plan — 2 payments of $980, due at the start of each semester (you choose the specific dates)
Create a Scheduled Payment Plan
Watch the walkthrough below to see how to build a Scheduled Payment Plan from start to finish, then follow the written steps if you need a quick reference.
See How to Access Payment Plans above. Then fill out the following sections:
Settings
Enter a label for your Payment Plan (e.g., "Monthly Payment Plan" or "August–May Tuition"). A clear, descriptive name helps you and your staff identify plans quickly.
Scheduled Payments
Click the dates on the calendar when you want payments to occur. Selected dates are highlighted. You can also use Bulk Add to select a recurring day of the week (for weekly schedules) or a day of the month (for monthly schedules).
Invoicing / Notifications (optional)
This section controls whether and how customers are notified before each payment. These settings apply to all payment plan types.
Auto-Pay invoices — Choose whether to send invoices when Auto-Pay is on, off, or both.
Send timing — Set how far in advance invoices are sent (1–7 days before each payment date).
Delivery method — Choose how notifications are sent: text, email, or the Account Holder's preferred contact method.
Recipients — Select who receives notifications: the Primary Account Holder, Secondary Account Holder, or both.
💡 You can also add Dates of Service or a comment to invoices. Learn how here.
Visibility (optional)
Toggle Hide Total Payment Plan Cost on the Enroll Form if you want customers to see only the number of payments rather than the full total. Customers can still click to view more details.
Click Submit to save. Payment Plans can be edited or deleted at any time.
Charging Tuition After a Specific Date (Scheduled Payment Plan)
Many customers using Enrollsy wonder whether they can charge tuition payments after a specific date. Here's how the Scheduled Payment Plan handles this — and the workaround to ensure a payment is always collected past your cutoff.
How the Scheduled Payment Plan Handles Late Enrollees
No Retroactive Payments for Missed Dates — If a new customer enrolls after some scheduled payment dates have already passed, Enrollsy does not charge them for those missed payments. They are only responsible for the remaining scheduled payments going forward.
Custom Payment Dates — To ensure a tuition payment is charged after a specific date — even for late enrollees — you can create a separate Payment Plan that includes tuition as a payment due at the time of enrollment.
Steps to Set This Up
Create an Additional Payment Plan — Set up a new Payment Plan with tuition payments due upon enrollment.
Control Timing via Unpublishing — Keep this Payment Plan unpublished until after your desired cutoff date (e.g., September 2). Only students who enroll after you publish it will be assigned this plan — ensuring the payment obligation kicks in at exactly the right time.
Installment Payment Plan
An Installment Payment Plan is best when the full balance is accrued at the time of enrollment and a customer needs to pay it off over time. Unlike a Scheduled Payment Plan where you pick specific calendar dates, Installment plans are driven by the date of enrollment.
Enrollsy offers two installment models:
Starting From Enrollment
The customer makes a fixed number of payments at a set interval (weekly, monthly, or annually), beginning from their enrollment date. The number of payments you choose stays constant for all customers regardless of when they enroll.
Starting From Enrollment - Until Fully Paid
The customer makes a dynamic number of payments in fixed intervals based on an end date you set. The number of payments adjusts depending on when someone enrolls, so later enrollees pay larger (but fewer) installments.
⚠️ Important Tips:
The first payment is due one interval after enrollment (e.g., one month later for a monthly plan). If you want a payment collected at the time of enrollment, configure the Charge Item to be "due at enrollment." Learn how here.
If you enter a past date in an Installment Payment Plan, the Enroll Form will display "Pay Today" instead of that date.
Installment Payment Plan Example
Fixed installment example: A Program costs $2,000. You set up a monthly installment plan for 10 payments. Every customer — regardless of when they enroll — makes 10 monthly payments of $200.
Until Fully Paid example: A Program costs $2,000 with a monthly "Until Fully Paid" plan and an end date of July 15th. A customer enrolling on January 15th will make 7 payments of ~$285.71. A customer enrolling on February 15th will make 6 payments of ~$333.33. And so on — the balance stays $2,000, but the number of payments shrinks as enrollment date approaches the end date.
Create an Installment Payment Plan
See How to Access Payment Plans above. Then fill out the following sections:
Settings
Enter a label for your plan (e.g., "Monthly Installment Plan"). A clear name helps distinguish it from other plans on the same Program.
Installment Payments
Choose how often installments run (monthly, weekly, or annually) and either the total number of payments or an end date (for "Until Fully Paid" plans).
If you choose the second option, you will need to enter a specific starting date. Then determine how many payments will need to be made and enter that number.
Invoicing/Notifications (optional)
These settings are identical across all plan types. See Invoicing / Notifications above for the full breakdown.
Click Submit to save the plan. You can edit or delete any Payment Plan at any time.
Visibility (optional)
This setting works the same way across all plan types. See Visibility in the Scheduled Payment Plan section above.
Subscription Payment Plan
A Subscription Payment Plan is best when a Program or Class charges a recurring flat fee indefinitely — for example, a monthly membership or software subscription. Unlike Scheduled or Installment plans, subscriptions don't have a fixed end date built in (see "Ending a Subscription" below).
If you choose monthly or weekly as the subscription frequency, you can configure when the first payment occurs:
Weekly: 1 week after enrollment, or on a specific day of the week
Monthly: 1 month after enrollment, or on a specific date of the month
Proration on a Subscription Payment Plan
If you set the first payment to occur on a specific day, Enrollsy will automatically prorate the first payment based on when the customer enrolls relative to that day.
NOTE: Within this model, customers cannot select their own start date — the program controls when the subscription cycle begins.
Subscription Payment Plan Example
A business uses Enrollsy to manage monthly memberships for a service. Each member pays $49/month. You can set the subscription to begin 1 month after enrollment, or on the 1st of each month (with proration applied to the first partial period if they join mid-month).
Create a Subscription Payment Plan
See How to Access Payment Plans above. Then fill out the following sections:
Settings
Enter a label for your plan (e.g., "Monthly Membership"). A clear name helps distinguish it from other plans.
Subscription Payments
Select the frequency (monthly, weekly, or annually) and choose when the first recurring payment will occur:
1 week/month after enrollment, OR
On a specific day/date
Invoicing/Notifications (optional)
These settings are identical across all plan types. See Invoicing / Notifications above for the full breakdown.
Click Submit to save the plan. You can edit or delete any Payment Plan at any time.
Visibility (optional)
This setting works the same way across all plan types. See Visibility in the Scheduled Payment Plan section above.
End Subscription Payments
Enrollsy does not currently support setting an automatic end date on a Subscription Payment Plan. To stop subscription charges, you have two options:
Deactivate the enrollment for each enrollee. You can do this from the Enrollee's page by switching them to inactive status.
Manually remove the charge by going into each account and either deleting the Charge Item on the Payment Plan or deleting the Payment Plan itself from the enrollment.
What Happens to Payment Plans When a Program Is Archived or an Enrollment Period Closes?
Archiving a Program or closing an Enrollment Period stops new enrollments, but does not automatically stop scheduled charges for existing enrollees. Any active Payment Plans tied to those Enrollees will continue to run until they are manually ended or the payment schedule completes naturally.
If you need to stop charges when closing out a Program, review each active enrollment and either deactivate it or remove the Payment Plan — the same steps used to end a Subscription plan apply here. See Archiving & Deleting Enrollment Periods or How to Archiving and Unarchive Programs.