This article will help guide you through the steps to select a payment schedule for an unsigned agreement. Remember that parents will usually select their preferred payment schedule when they fill out the agreement so this should be used only when you want to select the schedule(s) for the agreement. This will often come up when you need to select a schedule that you are only showing in the admin or want to make sure an agreement has a pre-selected agreement.
PRO TIP! You can select as many schedules as you want for an agreement depending on the options you want for a family.
If the agreement is already signed, use these instructions on Adding an Addendum to Manage the Payment Schedule.
- Go to Leads Agreements > Edit lead agreement.
PRO TIP! Use the filters to help you narrow your search.
- Click any of the available schedules if you would like to pre-select a schedule for the agreement. Click Manage assigned payment schedules to select the new schedule that is "show as admin only".
(Right-click and 'Open image in new tab')
- This will take you to your list of payment schedules to select from. Select the payment schedule(s) that you would like to add for the agreement > click Done.
PRO TIP! You may select as many schedules as you need for the agreement. This is helpful if you want to let a family select from a limited or specific selection of schedules.
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