Create and Track Payment Plans

Create and Track Payment Plans

Create and Track Payment Plans

Overview

Who this is for: Parents spreading balances into installments.

What you can do here: Create payment plans, review plan status, and view installment schedules.

Prerequisites

  • You can sign in with the role for this guide and access the entry route.
  • Required student or payment data exists for your scenario.
  • If your role is restricted, some actions may be hidden.

Step-by-step Procedure

  1. Open Manage Payment Plans (/PaymentPlans/Index) from the parent dashboard.
  2. Select Create Payment Plan.
  3. On the create page, complete:
    • Student
    • Total Amount (must meet the district's minimum plan amount and cannot exceed the student's outstanding balance)
    • Installments (within the district's configured range; each installment must be at least $10.00)
  4. Check the consent box: I agree to monthly autopay, smart retries, and payment plan terms.
  5. Select Create Plan. You'll be redirected to a Stripe-hosted checkout page to enter your payment method and complete the first installment.
  6. After checkout, you're returned to the plan's Payment Plan Details page.
  7. Back on the plan list, select a student name or Details for a plan.
  8. On Payment Plan Details, review status, total, remaining balance, and the installment schedule.

Expected Outcomes

  • The workflow completes and expected updates are visible in the destination page.
  • You can verify status, totals, or records using the page results shown in this flow.

Troubleshooting / Edge Cases

  • If you see an error banner, review amount, installment count, and consent checkbox.
  • Use Back in details to return to all plans.
  • Plans list includes both active and historical plans.
  • Note: If amount is blank after student selection, enter it manually.

Variations / Branching Flows

Q: Can I view previous plans?

A: Yes. The list shows active and historical plans.

Q: Where do I check next due date?

A: In the plan list under Next Due.

Related Workflows

  • Use the Parent Dashboard
  • Pay Student Fees

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