Billing profile payment plans

Payment plans divide student balances into installments that statement recipients pay over time, based on their assigned responsibility.

If Auto-Pay is enabled by your school and active for a student, installments are automatically debited from the recipient's funding source on the due date for each installment.

View payment plans on a billing profile

The Payment plan section inside a student's billing profile displays key details for the selected billing year. These include the total amount, total paid, total remaining, Auto-Pay status, and an indicator showing whether an upcoming payment is past due or has been paid.

To view a student's payment plan details:

  1. In Billing Management, from the navigation menu, select People Finder.

  2. Search for and select the student to open their billing profile.

  3. Scroll down to the Payment plan section.

A screenshot showing the Payment plan section of a student billing profile with total amounts and upcoming installments.

Filter payment plan details

You can adjust the information shown in the Payment plan section to focus on a specific billing period or individual recipient.

  • By billing year: Use the date picker to select a different billing year. The section refreshes to show the corresponding installment details.

  • By statement recipient: If a family is configured so that people cannot see each other's activity, a statement recipient dropdown appears. Select a specific recipient to refine the displayed details based on individual charge responsibilities.