How to assign new students to a saved or existing recurring invoice plan template?

Modified on Fri, 24 May 2024 at 06:17 PM

Here's how you can assign students to an existing recurring plan saved template. 

Step 1: Go to Billing Recurring Plans > Saved Templates 

Step 2: Select the plan to which you would like to add students and click on the ellipses icon (...).

Step 3: Click on Assign.

Step 4: Select the students you want to assign to the plan.

Step 5: Preview and Submit the plan.

Step 6: You will see a notification confirming the change and the saved template student numbers will also be reflected as per the new changes made.

Additionally, recurring plans will be allocated for the new students on the recurring plan listings page.

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