Ability to manually edit Payment Plan

it would be super useful now as the payment plans are not getting calculated correcly in general. Even if this was fixed we have many families who need some type of adjustment to their plans.

  • Judith Curry
  • Feb 23 2022
  • Implemented
  • Attach files
  • Audrey McAbee commented
    12 Aug 15:02

    How is this implemented? It is only allowing percentages, not the ability to adjust amounts.

  • Audrey McAbee commented
    11 Aug 15:14

    I've had nothing but trouble with payment plans. It's our first year on this and I'm already regretting it.


    Even if they just allowed us to edit the amount monthly so it can be moved around. Let's say a family wants to add next month's payment and split it out over the following two months, or add it to the end of the payment plan, or anything. Let us, as Billing administrators, have the ability to make edits and changes as needed.

  • Petra Hall commented
    July 27, 2022 14:42

    There will always be families that require unique payment plans. Currently, our choices are to create a payment plan called "Personalized" (or similar), or to track the actual payment plan manually, outside of Billing Management.