Payment Plans
Payment plans allow guardians to pay fees in instalments rather than a lump sum, with defined payment milestones and due dates.
Creating a Payment Plan
- Go to Finance → Payment Plans.
- Click New Payment Plan.
- Select the student and the invoice the plan applies to.
- Define the instalments:
| Field | Description |
|---|---|
| Instalment Name | e.g. "First Instalment", "Balance" |
| Amount | Amount due for this instalment |
| Due Date | When this instalment is due |
- Add as many instalments as needed. The total must equal the invoice amount.
- Click Save.
Monitoring Payment Plans
The payment plans list shows:
- Which students have active plans
- Which instalments are upcoming or overdue
- Payment progress per plan
Recording Payments Against a Plan
Payments are still recorded through the standard Payments screen. EMS automatically allocates payments to the current instalment of the plan.