Editing a Payment Plan at the Program or Enrollment Period level controls the default billing options presented to all new Enrollees. If you need to change the Payment Plan for a specific individual instead, see How to Add or Edit Payment Plans on Accounts.
Watch the video below for a quick overview, or follow the step-by-step instructions.
⚠️ Before You Edit — Important Notes
Keep these in mind before making changes
Payment Plans are tied to the Program or Class. If an Enrollee is moved to a different Program or Class (re-enrolled or re-assigned), the original Payment Plan becomes invalid. See How to Fix an Invalid Payment Plan for how to resolve this.
Deactivating an enrollment removes its Payment Plan. If an Enrollee is moved to a different Program and their previous enrollment is deactivated, any Payment Plan attached to that enrollment will be removed. If the enrollment is deactivated and deleted, both the enrollment and the billing will disappear.
Changing pricing type can break existing Payment Plans. If you switch a Program from Program-level pricing to Class-level pricing (or vice versa), current Enrollees may lose their Payment Plans. Use caution when making this type of change.
Pricing changes do not update existing Enrollees. Editing a Payment Plan on a Program does not retroactively update billing for those already enrolled. You will need to update each Enrollee individually via their invoices or Payment Plans.
Changing payment event dates requires a re-selection. When you update payment event dates on a Program, you must unselect and re-select the Payment Plan to pull in the new dates. You can also edit the invoice frequency separately.
New enrollments require manual setup. After moving an Enrollee to a new Program or Class, you must manually [create an Invoice] and [add a Payment Plan] for any applicable fees.
Step 1 - Go to Payment Plan Settings
Payment Plans can be accessed from two locations in Enrollsy.
Option 1: Enrollment Period Settings
Navigate to either the Programs page or the Classes page. Open the Enrollment Periods panel on the left by clicking the down arrow next to the relevant Program or Class. Select the Enrollment Period whose Payment Plans you want to edit.
Option 2: Program Settings
Open the editor for one or more Programs. Under the Pricing section, click +/- Add/Remove Payment Plan to open your Payment Plan settings.
Once you're in the Payment Plan settings, you'll see your existing Payment Plans organized into three tabs: Scheduled, Installments, and Subscription.
Step 2 -Select the Payment Plan to Edit
To edit a plan, click the gear icon next to its name.
Step 3 - Edit the Settings
This section contains the Payment Plan label and the plan type. The three types are Scheduled, Installments, and Subscription. Use the label to give the plan a clear, recognizable name that Enrollees will see on the Enroll Form.
Step 4 - Configure the Payment Schedule
This step depends on which plan type you selected in Step 3. Find your type below and follow only that section — you can skip the others.
Scheduled Payments
In the Scheduled Payments section, use the calendar to select the specific dates on which payments will be charged.
To add multiple dates at once, click Bulk Add and choose either a day of the week (for a weekly schedule) or a date of the month (for a monthly schedule). Enrollsy will populate all matching dates within the Enrollment Period.
Installment Payments
For Installment Payments, configure how often installments will run — monthly, weekly, or annually — and the total number of installment periods.
Then select the starting point: either from enrollment (installments begin when the Enrollee signs up) or until fully paid on a specific date (installments run until a set end date). If you choose the latter, enter the date by which all payments should be completed.
Subscription Payments
For Subscription Payments, select the billing frequency (monthly, weekly, or annually) and specify the duration — either a set number of months or weeks, or an open-ended subscription.
Step 5 - Set up Invoicing
The Invoicing section controls when and how payment notifications are sent. Configure the following:
Choose whether to send a standard Invoice or an Auto-Pay Reminder (if Auto-Pay is enabled for your account).
Optionally set a send schedule for notifications — this is not required.
Select the delivery method: text, email, or both.
Choose who receives the notification: the Primary Account Holder, Secondary Account Holder, or both.
Set how many days before each payment event the notification is sent (1–7 days).
When finished, click Submit to save your changes.
Step 6 - Add Dates of Service (Optional)
Make sure you've clicked Submit in Step 5 before proceeding.
Dates of Service adds a label to each invoice that tells the customer which service period their payment covers — for example, "August 1–31" or "Week of July 10–14." If your customers pay in advance for a specific month or week, this helps them understand exactly what they're being charged for.
If you don't need this on your invoices, you can skip this step.
To set this up, scroll to the Invoicing section and click Generate. Choose from one of the four preset templates:
Pay in Advance - Current Month
Pay in Advance - Following Month
Pay in Advance - Current Week (Mon-Fri)
Pay in Advance - Following Week (Mon-Fri)
After selecting a template, enter a reference date (typically your first payment event date) to preview how the dates of service will appear on invoices.
Create a Custom Dates of Service Formula
If none of the preset templates fit your setup, select "None of these; I want to create my own below." A SmartDate formula field will appear. Follow the on-screen prompts to build your formula — the prompts will explain what each part of the formula controls.
For example, if you enter "1" as the number in the formula and use 07/12/2023 as your reference date, the resulting service date shown on the invoice will be one month from that start date.
Dates of Service in Transaction History
Once configured, the Dates of Service comment will appear in the customer's Transaction History, helping them identify what each charge covers.
Step 7 - Set Visibility (Optional)
Make sure you've clicked Submit in Step 5 before proceeding.
By default, the total cost of a Payment Plan is shown on the Enroll Form. You can hide this by toggling Hide Total Payment Plan Cost on the Enroll Form on one or more Payment Plans.
The Visibility button looks like this:
When the toggle is enabled (hiding the total), the Enroll Form will display the Payment Plan without the total cost:
When the toggle is off (showing the total), the full cost is visible to the customer.
What's Next
Your Payment Plan settings control the schedule, invoicing, and visibility — but the price itself is set separately. Payment Plan pricing is configured individually on each Program or Class. If you need to update what an Enrollee is charged at enrollment, go to the Program or Class editor and update the pricing there.