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Payment Plans - Introduction

Allow your customers to pay invoices in installments.

Offering flexible payment options can help reduce the financial burden on your customers. With Class Manager, you can set up payment plans that allow invoices to be split into smaller, scheduled installments.

What Are Payment Plans?

Payment plans let you divide an invoice into multiple payments over time. You can choose:

  • The number of installments
  • The payment frequency (daily, weekly, fortnightly, or monthly)
  • The start date

Customers can then pay each installment either automatically or manually, depending on the payment method used.

Creating a Payment Plan

You can create a payment plan for individual customers or multiple customers.

At a high level:

  1. Go to Billing → Payment Plans
  2. Click Create
  3. Select the customer(s)
  4. Choose the payment method (card, direct debit, or manual)
  5. Set the number of installments, start date, and frequency

The system will automatically calculate the installment amounts and schedule.

For detailed guide, see below.

Payment Methods

Payment plans can be used with different payment methods, depending on how you want to collect payments.

Card Payments (Stripe)

  • Payments can be charged automatically to a saved card
  • Requires correct card payment settings

➡️ See: Payment Plans Using Debit/Credit Cards (Stripe)

Direct Debit (GoCardless)

  • Payments are collected automatically via bank debit
  • Requires an active GoCardless mandate

➡️ See: Payment Plans Using Direct Debit (GoCardless)

Manual Payments

  • Payments are made outside the system (e.g. cash or bank transfer)
  • Can also be paid via the portal if card payments are enabled, but not automatically

➡️ See: Payment Plans Using Manual Payments

What Happens After Creating a Payment Plan?

  • Installments are scheduled based on your setup
  • Customers are notified when payments are due
  • Payments are either:
    • Collected automatically (Stripe / GoCardless), or
    • Paid manually by the customer

Customers can track their payment progress in the Parent Portal (Billing > Plans).

Important Notes

  • Payment plans cannot be edited once created with pending installments
  • Make sure customer payment settings are correctly configured before creating plans
  • GoCardless mandates must be active before payments can be collected