How to Add Multiple Payment Plans in a Program Instance

How to Add Multiple Payment Plans in a Program Instance

Idea
Overview
In this tutorial, we will discuss how to add multiple payment plans in a program instance. This will be helpful if you plan to offer a wide selection of options for your students to avail themselves of your programs.
Info
NOTE: Make sure that you have added the payment plans and program fee before doing this procedure, and that the program fee is aligned with your preferred payment plan.

Notes
Step Tutorial
1. From the Dashboard, go to Programs, then Program Instances. Locate from the dropdown the Program Instance to which you want to add an additional payment plan. Once there, go to the Financial tab and scroll down to the bottom of the page to reach the Payment Plan.



2. Click on the New button to add a new payment plan.



3. A prompt will pop up requiring you to select a payment plan. Do so, then click the Save button.



4. You should now see the recently added payment plan for the program instance.



Info
NOTE: Repeat steps 2 to 3 if you want to add another payment plan.

And that is how you can add multiple payment plans in a program instance.

Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to us via email at support@eskilled.com.au.

    • Related Articles

    • How to Create and Use Payment Plans in the SMS

      Overview In the SMS, Payment Plans allows you to set up different payment options for your program fees with different payment rules that defines when a student is invoiced for their student fees. Each payment plan can have different rules so you can ...
    • How to Set Up a Program Instance in the SMS

      Overview In the SMS a Program Instance, which serves as the different variations of your Programs, can be set up as Dynamic or Intake type. Program Instances that are set as Dynamic are useful for setting up programs that are self-paced or taken ...
    • How to Create a Funded Program Instance (WA)

      Overview Creating a funded program instance for the state of Western Australia (WA) refers to establishing a specific educational program that receives government funding under WA's state funding schemes. This involves setting up the program within a ...
    • How to Create a Funded Program Instance (VIC)

      Overview Creating a funded program instance for the state of Victoria (VIC) refers to establishing a specific educational program that receives government funding under Victoria's state funding schemes. This involves setting up the program within a ...
    • How to Add a New Student Enrolment

      Overview Adding a new student enrolment via the Admin Portal is a fundamental process in the SMS that ensures accurate record-keeping and efficient course management. This feature allows administrators to enrol students in specific courses, linking ...