Help

Billing

Managing Subscriptions, Plans and Invoices

When it comes to billing, a.school offers a versatile mix of custom plans and subscriptions that allows you to tailor your offering to an individual student’s needs.

You can also create custom class and service fees and add them to the mix for a more diverse offering.

You can read more about those here.

Setting Up a Plan

A plan is a payment schedule that is required before you can start creating subscriptions.

Here’s how you create a custom plan:

* Using the side navigation, head to School then Billing

Click Plans from the top navigation
Select Add Plan
Enter the details of your plan including the name, interval, interval count, and amount
Once you’re happy with your selection, click Add Plan

Creating a Subscription, Adding a Plan, and Assigning It to a Student

Once you’ve set up a plan, you can create a subscription, add the plan, and assign it to a student.

Here’s how you do it:

* Using the side navigation, head to School then Billing

Click Subscriptions from the top navigation
Select Add Subscription
Choose the plan from the dropdown menu
Search for the student you would like to assign the subscription to
Click Continue to Checkout
Once you’re happy with your selection, click Complete Checkout

After you complete your checkout, the subscription will now appear as active on the Subscriptions Page.

Click on the subscription for a more detailed view and to see details such as the status of the plan as well as the latest invoices.

Finalizing Invoices

Once the subscription has been allocated to a student, an invoice will automatically be created, finalized, and emailed to the student or guardian with links for quick and easy payment. This process takes about an hour.

Invoices yet to be finalized are categorized as Draft, whereas finalized invoices are categorized as Open.

You can view the details of an invoice by heading to the Invoices tab from the top navigation of the Billing page and selecting an invoice.