How to Save a Recurring Invoicing Plan as a Template?

Modified on Thu, 15 Jul 2021 at 11:20 AM

When creating a recurring plan you have the option to save the plan as a template (See Step 3 of Create recurring plan). This is very useful when you apply multiple plans in your setting. 

We recommend also checking the box (Do you want to save this plan to use it as a template in the future?) to save the plan as a template. This will save time in the future when you need to assign the same plan to a new child, or when you want to edit the plan details and assign it to children whose original plan had ended, for example, at the start of another academic year. 

All saved templates are available under recurring plans > Saved Templates.

Once saved you can use the Assign option to assign it to children.

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