Release 0.40.0

Staff Updates

Introducing Payment Plans! You can now create payment plan templates and apply them to student finances.

Important things to note:

The current amount a student owes (all unpaid fees) at the time a payment plan is applied, will be included in the overall payment plan amount. The payment plan amount at the time of creation remains the same throughout the life of the plan.
Fee Items added after payment plan has been applied do not add into the payment plan. Additional fees will need to be paid in addition to the Payment Plan balance.
Discounts added after a payment plan has been applied will be subtracted from the last installment of the plan.
When editing a payment plan, you can use the 'Calculations' dropdown to see the original plan amount, and the adjusted plan details.

First, create a Payment Plan Template:

1: Go to Cohorts Page and click the 'Plans' icon on the Cohort you want to create a template for.
2: Click 'Create New', then name your plan and add installment dates and allocate payment percentages. (You can update these details on each student's finance page later if needed.); *Note: You can create multiple payment plan templates. (Example: 2 installments of 50%, and 4 installments of 25%)

Then apply a Payment Plan to a Student:

1: From the Student Finance Page click 'Finance Actions ' > 'Add Payment Plan'
2: Select which Payment Plan Template you want to apply.
3: Optional: After applying, you can make any adjustments to installment dates and payment amounts.
4: Add a note and save.

Student Updates

Discontinued Features