;

How to edit the recurring invoice template of a student?

Modified on Fri, 24 May 2024 at 05:47 PM

Here’s how you can edit a recurring invoice template of a student in 5 Simple Steps.



Step 1: Go to Billing> Recurring Plan. 


Select the student that you wish to make changes. Use the filters for easy selection and filtering.





Step 2: Choose the student you wish to edit the plan for and click the ellipses icon (...).





Step 3: Click on View/Edit.





Step 4: Make the changes to the plan as desired and click on Update.


In the below example, we changed Lena Wilson's quantity from 2 to 3, which made the total amount £71.25, previously it was £47.50/-.





Important!


Editing a saved template DOES NOT mean that you have edited a plan that has already been assigned to a student. Plans that are already active will need to be edited directly in order to save changes. Each assigned plan is a separate copy, allowing for individualised adjustments based on each students's needs.



Step 5: The changes will be reflected under Recurring Plans.





Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article