Once you have created the Charges, you can set up a Billing Plan. There are two types of Billing Plans:
1) One-time Plan
Here's how to set up a one-time Billing Plan
Click on the Billing module and then click on Plans.
You will see a list of all previously created Plans at your location.
Click on the “Add Plans” button on the top right of the screen.
On the Plan details page, toggle the button to “One Time Billing Plan”.
Enter the details of the Plan by filling in the Plan name, Plan cycle, invoice date and due date.
Click on either Full Time Charge or Part-Time Charge as per your requirement.
Add the Charge (created earlier) and then click on the Add button under the action heading.
Click on “Save Plan and Continue”.
On the next screen, select the child/children that need to be added to this Plan. Tick the check box next to the names of the child you want to add to the plan or select all. Ensure to select the correct children to whom you wish to assign this plan.
Once finalized, click on the submit button to confirm.A success message will appear confirming the submission.
Please note that only children under “Active” or “Enrolled” status can be charged for new plans. You can also view the assigned plans for each child in their individual profile’s statement.
You can also add Discount or Subsidy to any individual child by clicking on the Add (+) button next to the child's name and adding the Subsidy or Discount Charge by clicking on Add New. Please note that you have to first create a Subsidy or Discount type of Charge before you can add it to a child.
Select the discount or subsidy Charge and enter the amount and description and then click on Add under the Actions Tab.
Click on Add at the bottom of the App and the discount/subsidy will now be applicable to the selected children.
Click on Submit and the selected children will now be added to this One Time Plan.
You can view the Plan on the child's statement page in the Child module.
2) Recurring Plan
Here's how to set up a recurring Billing Plan
Click on the Billing module and then click on Plans.
You will see a list of all previously created Plans at your location.
Click on the “Add Plans” button on the top right of the screen.
On the Plan details page, toggle the button to “ Recurring Billing Plan”.
Enter the details of the Plan by filling in the Plan name, Plan cycle, invoice date, due date, start date, end date, etc. Also, select if this is a Prepaid or a Postpaid Plan.
Click on either Full Time Charge or Part Time Charge as per your requirement.
Add the Charge (created earlier) and then click on the Add button under the action heading.
Click on “Save Plan and Continue”.
On the next screen, select the child/children that need to be added to this Plan. Tick the check box next to the names of the child you want to add to the plan or select all. Ensure to select the correct children to whom you wish to assign this plan. Once finalized, click on the submit button to confirm.A success message will appear confirming the submission.
Please note that only children under “Active” or “Enrolled” status can be charged for new plans. You can also view the assigned plans for each child in their individual profile’s statement.
You can also add Discount or Subsidy to any individual child by clicking on the Add (+) button next to the child's name and adding the Subsidy or Discount Charge by clicking on Add New. Please note that you have to first create a Subsidy or Discount type of Charge before you can add it to a child.
Select the discount or subsidy Charge and enter the amount and description and then click on Add under the Actions Tab.
Click on Add at the bottom of the App and the discount/subsidy will now be applicable to the selected children.
Click on Submit and the selected children will now be added to this Recurring Plan.
You can view the Plan on the child's statement page in the Child module.