Updating Payment Schedules To Remove Payment Dates (Help Video)

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.

This help video will show you how to update your existing payment schedules to remove due dates. This can be used for a number of situations but anytime you want to consolidate, or remove, payment schedules and, thus, payment amounts, you can use these steps. This will also help remove payment dates for an existing schedule if you want to make sure a family is not responsible to pay "today" for past due payment schedule dates.

For example, let's picture a 10-month payment plan for a mid-year enrollment family that owes $10,000. We want to remove two payments to consolidate it into an 8-month payment plan and make sure that they don't owe any payments that were due before today's date because two of the original payment dates were from last month and the previous month. Following the steps to remove payment dates consolidates the payment schedule from 10 payments to 8, increases each payment amount from $1,000 to $1,250, and makes sure that the family is not responsible to pay any payments that would have been due before our enrollment date. Review this short video for an example of how this will work.