Only Admin Users can manually add, customize, and adjust Payment Plans on individual accounts. Account holders can view their Payment Plans in the Customer Portal but cannot add or edit them.
Changes made here apply only to this enrollment — they do not affect the master Payment Plan template used by other enrollees. Payment Plans can be added or adjusted at any time, including after enrollment.
Enrollsy supports three Payment Plan types:
Scheduled — Follows a fixed schedule; skipped payments are not reallocated.
Installment — Divides the total balance into a set number of payments.
Subscription — Charges on a recurring basis.
This article covers how to add, edit, change, customize, and remove all three plan types at the individual account level.
The following video walks through how to add and edit individual Payment Plans from start to finish.
Before You Begin
Keep these two points in mind before making any changes:
The Enrollment Card has two independent sides. The left side (enrollee details, Program, Class) is not connected to the right side (Payment Plan and invoices). Changes to one side do not automatically update the other. See Enrollment Cards and Payment Plans for more detail.
Editing an individual Payment Plan does not affect the master Payment Plan. Changes made here apply only to this one enrollment. The original Payment Plan template used by other accounts remains unchanged.
Add a Payment Plan to an Account
Payment Plans cannot be added in bulk. Each one must be added to individual accounts one at a time.
Step 1 – Find the Enrollment
Go to the enrollee's Billing page and scroll down to the Active/Future Enrollments section. Find the Enrollment Card for the enrollment you want to add a Payment Plan to.
Step 2 – Open the Payment Plan Drawer
If the Enrollment Card already has a Payment Plan, click the + Payment Plan button at the top right of the card.
If there is no Payment Plan yet, the + Payment Plan button will appear in the center of the right side of the card.
Step 3 - Set the Level
Choose whether to apply the Payment Plan at the Program level or the Class level.
Option 1 - Program Level
Program-level Payment Plans cover all Classes enrolled under that Program. When set at the Program level, the Class field on the Enrollment Card will show None.
NOTE: Program-level Payment Plans do not report financial information at the Class level. If you need payment or invoice reporting by Class, use a Class-level Payment Plan instead.
Click the down arrow at the top of the drawer and select Program level. A notice will appear confirming that this Payment Plan will run in addition to any existing Class-level Payment Plans — make sure to remove Class-level plans or account for them before proceeding.
Continue to Choose the Payment Plan.
Option 2 - Class Level
Class-level Payment Plans display the Class name on the Enrollment Card and support Class-level financial reporting. Click the down arrow at the top of the drawer and select the specific Class from the dropdown.
NOTE: If the correct Class does not appear in the dropdown, it may be on a different Enrollment Card. Each enrollment has its own card.
Step 4 - Choose the Payment Plan
Select an existing Payment Plan from the list, or create a new one by clicking the + button.
For instructions on creating a new plan, see How to Create Payment Plans.
Click Save to apply.
Step 5 - Add Charge Items
After selecting a Payment Plan, add the Charge Items (e.g., Tuition, Registration) by clicking Add/Remove Charge Item on the first payment event.
To copy the same amount to all remaining payment events, click the Reuse button. This will apply the amount from the first event to all others.
Click Save to apply.
Step 6 - Add Discounts (Optional)
To add a Discount to an individual Payment Plan:
On the enrollee's Billing page, scroll to the Active/Future Enrollments section and click Edit next to the Payment Plan.
Under Scheduled/Installment/Subscription Payments, click the blue dollar sign icon next to the Charge Item (e.g., "Class Fee") to add a Discount.
Click the pencil icon to edit the Discount name.
Enter the Discount amount and click Save.
Edit Payment Plan Pricing
To update the amounts on an existing Payment Plan without changing the plan itself:
Go to the enrollee's Billing page, scroll to Active/Future Enrollments, and click Edit on the Payment Plan you want to update.
NOTE: If there is more than one Payment Plan on the Enrollment Card, a stepper (e.g., "1 / 2") will appear at the top. Make sure you are on the correct plan before editing.
Enter the new amount in the first payment event. To apply the same amount to all events, click Reuse.
If different events need different amounts, use the stepper at the top to navigate through each event and enter amounts individually.
Click Save to apply.
Change to a different Payment Plan
To swap out the current Payment Plan for a different one:
Go to the enrollee's Billing page, scroll to Active/Future Enrollments, and click Edit on the relevant Payment Plan.
NOTE: f there is more than one Payment Plan, use the stepper to confirm you're on the correct plan.
Click Change, then select Choose a different payment plan.
Select another existing Payment Plan from the list, or create a new one.
For instructions on creating a new plan, see How to Create Payment Plans.
NOTE: AAfter choosing a different Payment Plan, you must re-add the Charge Items (e.g., Tuition, Registration) by clicking Add/Remove Charge Item. The previous Charge Item assignments do not carry over.
Click Save to apply.
Change the Payment Plan Level (Program or Class)
Use this when you need to switch a Payment Plan between Program-level and Class-level.
Go to the enrollee's Billing page, scroll to Active/Future Enrollments, and click Edit on the Payment Plan.
At the top of the drawer, click the down arrow and select either the specific Class or Program level.
Click Save.
NOTE: If the correct Class does not appear in the dropdown, it may be on a different Enrollment Card. You may need to remove the current Payment Plan and add a new one on the correct card.
Customize a Payment Plan (Change Payment Events)
Use this when you need to change the structure of the Payment Plan itself — including its name, type, payment schedule, or invoicing schedule — for this individual enrollment only.
Go to the enrollee's Billing page, scroll to Active/Future Enrollments, and click Edit on the Payment Plan.
NOTE: If there is more than one Payment Plan, use the stepper to navigate to the correct one.
Click Change, then select Customize this payment plan. You can modify any of the following:
Payment Plan name
Payment Plan type (Scheduled, Installment, or Subscription)
Payment schedule
Invoicing schedule
Make your changes in the window that opens.
NOTE: Customizing the invoicing schedule for an individual enrollment is not currently supported. When you customize a Payment Plan, the invoicing schedule reverts to the default. If you need a custom invoicing schedule, contact support.
Click Apply to save the changes.
Remove a Payment Plan
Go to the enrollee's Billing page, scroll to Active/Future Enrollments, and click Edit on the Payment Plan you want to remove.
NOTE: If there are multiple Payment Plans on the Enrollment Card, only the plan currently shown will be removed. Use the stepper to confirm you are on the correct plan before proceeding.
Click Change, then select Remove this payment plan.
A confirmation message will appear warning you that this action will remove all payment events for this enrollment.
Click Remove to confirm. This will permanently delete all future payment events associated with this enrollment.
To add a new Payment Plan after removing one, see Add a Payment Plan above.