How to edit a recurring plans saved template?

Here's how you can assign students to a recurring invoice plan 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 View/Edit.

Step 4: Make changes and click Update.

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 student's needs.

Changes will be reflected in Recurring Plan> Saved Templates. 

All students who are added to the plan after making these changes will have these plan changes allocated automatically.

If you have any questions or require support setting up recurring plans, email us at [email protected]