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:
- Go to Billing --> Recurring Plans.
- Click the ellipsis (...) on the line of the student/plan you wish to edit.
- Click "Edit Plan."
- 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:
- Go to Billing --> Recurring Plans.
- Click on the ellipsis on the line of the student/plan you wish to delete.
- Choose "Cancel Plan."
- Confirm cancellation.
If you need to cancel the plans of multiple children at once, use our batch action feature.