Admissions - Adding a payment plan

If you have the tuition management module activated, you can collect online payments for application fees, but also ask clients to sign up for payment plans as well. This comes with a signed digital agreement.

Setting up a payment plan in your steps

Payment plans are a step type. The payment plan options need to be created in the tuition management module. When creating a payment plan, make sure it is enabled for your admissions module. You will need to have a valid contract template with the replacement tag for the customers signature.

Add step in your admissions workflow, and select the type 'Payment plan'. You can add both internal and external automated mails. 

The submitter will be able to select the payment plan offered.

Choose the payment plan and the user will be asked to submit a digital signature to the contract. The customer will be asked to read the external terms & conditions. We use an external software , and the disclosure is mandatory for their records.

After agreeing, your submitting customer will be presented with your payment plan contract. They click on sign.

There are options to enter a valid signature;

• Type in a name

• Sign/Draw their signature

Both are considered valid.

Choose the method and click on the adopt and sign check box, then Adopt and sign. The user will be shown the final contract with their name. To complete the process, use the Finish button. The signature will be stored for future occasions if needed.

In order to access the online payment and payment plan signatures, you would need to have both admissions and Tuition management modules activated.