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. Follow the steps below to find and review any Payment Plans that need your attention.

When this happens, Enrollsy adds a warning message to the Payment Plan on the Customer's Billing page, letting you know the plan is no longer connected to the enrollment and needs to be assigned or deleted. The warning message says: "The Class the payment plan was associated with is no longer part of this enrollment. You can delete this payment plan or assign it to the program or a class on this enrollment."

Changing an Enrollment doesn't update its Payment Plan automatically, so it's worth reviewing the report anytime you make enrollment changes.

Enrollsy alerts you when a Payment Plan needs attention. You can open the Invalid Payment Plans report in either of these ways:

Either option opens the Invalid Payment Plans report, which lists each affected Primary Account Holder, Payment Plan, Enrollee, and Class.

By default, the report shows all payments due after January 1 of the current year. Click the calendar icon next to the Payments Due After field to choose a different date.

Each invalid Payment Plan in the report links to the Customer's Billing page, where you can assign the plan to the current Program or Class, or delete it. See Fix an Invalid Payment Plan for step-by-step instructions and a video walkthrough.