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 course 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
To create a custom plan, log in to your school account, then navigate to Billing > Plans from the side or quick navigation. This page provides you with an overview of all of your current plans.
To add a new plan, click on the plus icon in the upper right corner. Enter the details of the plan such as the name, the intervals you would like payments to occur at, and the amount you would like to charge for the plan.
Once you’re done, click on “Add Plan” and it will be added to the Plans page.
Adding a Plan to a Subscription
Now that you’ve created a plan, you’ll be able to add it to a subscription and allocate that subscription to a student.
Head to Billing > Subscriptions from the side or quick navigation, then click on the plus icon in the upper right corner. Click on the menu under “Subscription Plan” to see all existing plans. Select the one you want to use, then search for the student you would like to allocate the plan to below. Once you’re happy with your selection, click on “Continue to Checkout” at the bottom of the page.
Once 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 see details such as the status of the plan as well as the latest invoices.
Here you can also finalize your invoices, after which they will be sent off to students for payment. To get started, click on the invoice you would like to finalize, then, in the upper right corner, select “Finalize Invoice.”
Once you confirm, the student will be issued an invoice. You can see this action reflected by heading to Billing > Invoices from the side navigation and taking a look at the status of the invoice in question. Invoices yet to be finalized are categorized as “Draft”, whereas finalized invoices are categorized as “Open.”
Once an invoice has been paid, you update the status of the invoice by clicking on it, selecting the gear icon, then clicking “Mark Invoice as Paid.” This action is irrevocable, and once carried out will reflect on the Invoices page.
Still stuck? Shoot us an email and we’ll do our best to help.