Direct amount entry for payment plan charges

Current Challenge:
The existing workflow for editing payment plan charges requires users to input a percentage for each installment, after which the system calculates the corresponding dollar amount. While this may work in theory, it creates a frustrating experience when trying to assign exact dollar amounts to specific installments—especially in cases where families request precise payment distributions.

Why It’s Problematic:

  • It’s unintuitive: Most users think in terms of dollar amounts, not percentages.

  • It’s error-prone: Small miscalculations in percentages can lead to discrepancies in billing.

  • It’s inefficient: Users often have to manually calculate the percentage that matches the desired amount, which defeats the purpose of automation.

Proposed Solution:
Allow users to enter the dollar amount per installment directly, and have the system automatically calculate the percentage based on the total charge. This reverse-calculation approach would:

  • Make the interface more user-friendly

  • Reduce manual errors

  • Improve flexibility for custom payment arrangements

  • Align with how users typically think about billing

Example Use Case:
If a parent wants to pay $500 in September and $300 in October, the user should be able to enter those amounts directly. The system would then calculate the percentage each represents of the total tuition and apply it accordingly.

  • Doily Dixon
  • Sep 11 2025
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  • Guest commented
    October 28, 2025 13:49

    Maybe set up options to deal with mis-applied payment plans (for example a payment plan designed to deal with $30,000 applied to $40,000 in charges) such as:

    Select Overflow Method:

    • Do not allow charges not equal to plan total to be applied to this plan.

    • Evenly apply overflow across all installments.

    • Apply overflow across all installments based on % of each installment of intended total.

    • Overflow is due as a lump sum on [select one: first; last] installment.

    • Overflow is due as a lump sum on [select specific date here].