Payment plan templates allow you to easily create and apply payment plans to student profiles and/or associate them with classes/courses. By setting up these templates in advance, you can save time and ensure consistency across different profiles. Let's go through the steps to create and edit a payment plan template.
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What is a Payment Plan Template?
A payment plan template is a pre-defined set of payment installments. It includes the following elements:
Payment plan name;
Preferred Gateway;
Fees and discounts associated with the plan;
Classes or courses the plan is applicable to;
Creating a New Payment Plan Template
Click on the gear icon in the top right corner and select "General settings".
Go to the "Institution" tab.
Click on "Payment plan templates" to access the list of existing plans.
Click on the "Add Plan template" button to open the creation modal.
Fill in the following fields:
Name: A unique identifier for the payment plan, which will be displayed to applicants.
Fees and Transactions:
Select "Not to be processed through Full Fabric" if you want to manually track payments outside of the platform.
Select "Processed via Full Fabric" if you want to process all or some fees through Full Fabric's payment gateways.
Click the "Create plan" button to save the template.
Editing an Existing Payment Plan Template
Go to the "Payment plan templates" page.
Click on the gear icon at the end of the line for the plan you want to edit.
Make the necessary changes, such as:
Specifying the fees
Adding discounts
Associating the plan with specific classes or courses
Deleting a Payment Plan Template
Go to the "Payment plan templates" page.
Click on the X icon at the end of the line for the plan you want to delete.
Confirm that you want to discard the template. Note that deleted templates cannot be retrieved
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