Contract Payment Plans

(Re)enrollment managers can create payment plans (e.g. one-time payment, monthly payments) that can appear on contracts. Families can then choose which payment plan they prefer when they submit their contract. (Re)enrollment managers will create all of the payment plans and then determine which plans are available on each contract.

For each payment plan, (re)enrollment managers can also determine if tuition insurance is optional or required (tuition insurance is not automatically added to the total tuition/fee amounts).

  1. From the persona menu, select Enrollment management.

  2. Under Enrollment, select Contracts and then Manage contract forms.

  3. Next, select Payment Plans.

  4. If needed, the school year can be changed to display/create payment plans for that session.

    Note: Select the banner link to switch between Tuition Management specific payment plans and EMS specific payment plans.

  5. Enter the plan Description (e.g. Annual, Monthly).

  6. Enter the Number of payments for the plan (e.g. enter 1 for an annual plan, 12 for a monthly plan).

  7. Set the Tuition Insurance to be Optional or Required. If it's not needed, set the value to None.

  8. For additional Payment Plans, repeat the above steps as necessary.

  9. Finally, select Active to make each plan available for use on contracts. Keep in mind that any payment plans that have already been used on a contract cannot be deleted. Instead, managers must disable the Active option to inactivate them.

  10. Select Save.

  1. From the persona menu, select Enrollment management.

  2. Under Enrollment, select Contracts and then Manage contract forms.

  3. Select Edit next to the appropriate contract.

  4. Add the Payment Plans block to a section.

  5. Select Select in the Payment Plans block.

  6. Select the plans that should be available on the contract.

    For each plan, hover your cursor over

    • Number of Payments and enter the number of payments for the plan. For example, enter 1 for an annual plan and 12 for a monthly plan.

    Note: Tuition Insurance can only be modified from Contract Forms, and not on an individual basis from a contract's Payment Plan Settings.

  7. To enable parents to always see the payment plan, do not enter an Expire Date. Otherwise, enter an optional Expire Date; this is last day parents will see the payment plan.

  8. Select Apply.

Note: For Tuition Management enabled schools, Payment Plans are updated from Tuition Management directly and auto-populates all integrated contracts. For more information on Tuition Management, see here.