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Apply Payment Plan to Fee Payer

With payment schedules configured and the payment plan template in place, apply the plan to an individual fee payer's account to split their outstanding invoices into instalments.

  1. Set the payment plan on the fee payer

    From the FNO dashboard, open Modules ▸ Academic management, expand Fee payer, and click All fee payers. Select and open the fee payer account (③). Expand the Payment defaults section and click Edit in the Action Pane. Select a Method of payment (⑥) and choose the Payment plan to apply (⑦). Click Save.

    Apply Payment Plan to Fee Payer — the selected fee payer account

    Apply Payment Plan to Fee Payer — the Method of payment and Payment plan fields and the update payment plan dialog

  2. Apply the plan to invoices

    Click the Academic tab (⑨) and click Update payment plan (⑩). Tick the Mark checkbox to select one or more invoices (⑪). Click Preview in the bottom left to review the split invoices (⑫). Review the details, then click Yes in the bottom-left corner to proceed, or Back to cancel (⑬). Click Save.

    Apply Payment Plan to Fee Payer — the Preview showing the split invoice instalments

  3. Verify the payment plan

    To view all fee payers on a payment plan, open Modules ▸ Academic management ▸ Inquiries and reports, expand Payment Plan, and click Payment plan details. Change the filter to Show All (⑱). Select the invoice (⑲), click Invoices in the toolbar (⑳), then click Split invoice details (㉑) to verify the invoices were split correctly.

    To view the plan directly from the customer, navigate to the fee payer record, click Academic on the Action Pane (㉔), and under Payment plan select View payment plan (㉕).

    Apply Payment Plan to Fee Payer — the Payment plan details view showing the split invoices

    Apply Payment Plan to Fee Payer — the Split invoice detail panel

    Apply Payment Plan to Fee Payer — the View payment plan option accessed from the fee payer Academic tab