Edit or Cancel a Recurring Plan

This article applies to online version only (without desktop).

Edit a Recurring Plan:
To edit the Item Description or Amount of a recurring plan, follow the steps below:

1. Go to Billing --> Recurring Plans.
2. Click the ellipsis (...) on the line of the student/plan you wish to edit.
3. Click "Edit Plan."
4. You can change the Item Description and/or Amount (and the title if you wish) and click "Submit."

NOTE: If you need to change any other information like Billing Cycle or due dates, you will need to cancel the plan and create another (or use a template).

Delete a Recurring Plan:

1. Go to Billing --> Recurring Plans.
2. Click on the ellipsis on the line of the student/plan you wish to delete.
3. Choose "Cancel Plan."
4. Confirm cancellation.

If you need to cancel the plans of multiple children at once, use our batch action feature.