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Billing Plan Template is helpful when you need to create the same plan for multiple students enrolling at different start times but with the same rates and billing cycles. After a Billing Plan Template is created, you can easily use and re-use the saved Billing Plan Template when creating plans. This guide will show you how to create a Plan Template:

1. Start by accessing the Admin Module → Billing Section → Opening to the Plan Template → Click on to add a new Plan Template.

2. Fill out the details for all required fields marked with the asterisk *

• • Plan Name: Enter a name for the plan
    • TIP: You may enter any plan name of your choice but it is recommended a plan name include billing rates details such as toddlers, infants, part-time, full-time ad the billing cycle to easily identify the plan details just by looking at its name without actually viewing the entire plan details
  • Billing Cycle: Select the frequency for the billing plan
  • Plan Start/End Date: Specify a period for the billing plan to generate invoices
    •  TIP: it is recommended to not add a planned date for the template, so you can reuse the same plan template for different students enrolling at different times.
  • Invoice Send Date: Select a date when an invoice should be sent to parents
  • Invoice Due Date: Select a due deadline date for parents to pay the invoice
  • Invoice Post Date: Select a date when the invoice should be generated and posted in CareConnect where you may preview it prior to it being sent to parents
    • Post Date selection is in the range of 0-10 days before the Send Date. 

3. Once you've filled out all the information, click on Save to allow this Billing Plan Template to be available for selection when creating a new Billing Plan for different student(s).