Associating a payment plan with a specific class or course is crucial for its functionality. Without this association, applicants will not be able to select the payment plan during the application process, and staff members will be unable to add the payment plan manually at the profile level. This connection ensures a seamless experience for both applicants and staff, making it easier to manage payments effectively.
It is vital that after creating a payment plan, it gets associated with a class/course. Without this association, the applicant won't be able to select the payment plan on the application template, and staff cannot add the payment plan manually at the profile level.
How to associate Payment plan with Class/Courses
Access the Payment Template: Navigate to the payment plan template you wish to modify (as described in previous articles).
Navigate to the tab Details
Select the appropriate classes and courses in the field Select which classes or courses are associated with this payment plan:
TIP: Hold the Control (CTRL) or Command (CMD) key as you click to multi-select.
For more information on how payment plans can be applied to applicants, check out these articles:
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