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/-.


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.

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