A Payment Plan becomes invalid when you change someone's Enrollment — for example, re-enrolling them into a different Program, reassigning them to another Class, or moving them to the Unassigned list. When this happens, the original Payment Plan is no longer connected to a valid enrollment context and needs to be either reassigned or deleted.
Payment Plans can also become invalid if they were accidentally linked to the wrong enrollment or if the plan was deleted while still associated with an active billing record.
When an invalid Payment Plan exists, Enrollsy displays an alert in the top right corner of the admin view. You have two options to resolve it: Delete the Payment Plan, or Assign it to the current Program or Class.
The following video walks through how to identify and resolve an invalid Payment Plan from start to finish.
Finding Invalid Payment Plans
When a Payment Plan becomes invalid, a notification banner appears in the top right corner of Enrollsy.
Clicking the notification opens a drawer listing all affected accounts. The drawer shows the Primary Account Holder name, Payment Plan name, Student, and Class/Session for each invalid plan. Click on the Account Holder's name to go directly to their Billing tab.
Understanding the Warning on the Enrollment Card
Once you're in the Account Holder's Billing tab, the affected Enrollment Card will show a warning message on the right side. The warning explains that the Program or Session the Payment Plan was associated with is no longer part of this enrollment. From here, you can click delete to remove the plan, or assign to connect it to the current Program or Class.
From the Enrollment Card warning, you have two paths to resolve the issue:
Delete — removes the Payment Plan entirely from this enrollment
Assign — connects the existing Payment Plan to the current Program or Class
Each option is covered in the sections below.
Option 1 — Delete the Payment Plan
If the Payment Plan is no longer needed or you want to start fresh with a new one, click the delete link in the warning message on the Enrollment Card.
A confirmation dialog will appear warning that this action cannot be undone. Click Delete to confirm. Once deleted, you can add a new Payment Plan to the enrollment if needed. See Enrollment Cards and Payment Plans for instructions on adding a new plan.
Option 2 — Assign the Payment Plan
If you want to keep the existing Payment Plan and connect it to the enrollee's current Program or Class, click the assign link in the warning message on the Enrollment Card.
A drawer will open with the Payment Plan name and an "Assign payment plan to:" dropdown. Select either Program level or the specific Class/Session to reassign the plan.
After assigning, you can edit the Payment Plan to adjust pricing, add discounts, or change payment event dates as needed.
Preventing Invalid Payment Plans
Following a few best practices can reduce how often invalid Payment Plans occur:
Double-check enrollment details before making changes. Before re-enrolling someone or reassigning a Class, review whether they have an active Payment Plan. If they do, plan to reassign or recreate it after the enrollment change.
Train admin users on the relationship between Enrollments and Payment Plans. Invalid plans most often occur when admins make enrollment changes without realizing the impact on existing Payment Plans. A quick training moment when onboarding new admins can prevent repeated issues.
Periodically review the Invalid Payment Plans notification. Make it a habit to check the notification banner regularly — especially after bulk enrollment changes or at the start of a new program period — so issues don't accumulate.