How to Toggle a Payment Plan On or Offline

IMPORTANT! In the coming months, we will be phasing out this version of the Tuition Management module. If you are looking for how to work with Contracts in the next generation of the Tuition Management module (which is where all 2023-2024 Contracts were built and sent from), go to the Tuition Management section of our Help Center.

1. Go to Favorites > Families and edit the appropriate family.
2. Edit the appropriate Payment Plan for the family.
   PRO TIP! Remember you can double-click any record to edit it!
   
   
   
3. This will take you to the Edit Payment Plan page. Click the Toggle On/Offline button and this will remove the External Payment Profile payment type if it is already selected. If you are adding an online payment type select the External Payment Profile. Click Save and Back to confirm this and you are done!
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