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Use the table below to help you configure a payment plan. Your user role must have unrestricted access to the Payment Plans and Optional Payment Items feature in System Roles.
To access payment plan properties
Table: Payment Plan Properties
| FIeld | Description |
| Title | Enter a name for the payment plan. This field is mandatory. |
| All enrollments use online payment? | Select this check box if all enrollments use online payment. |
| Allow payment by organization's credit card? | Select this box to allow learners on this payment plan to pay for enrollments using the credit card of the organization the plan is assigned to. |
| Purchase order reference required? | If the payment plan allows payment by the organization's credit card, select this check box if a purchase order reference is required for each enrollment. |
| Allow payment by organization's account? | Select this check box to allow the learner's organization to pay for courses with online payments. |
| Purchase order reference required? | If the payment plan allows payment by the organization's account, select this check box if a purchase order reference is required for each enrollment. |
| All enrollments have been prepaid? | Select this check box if all enrollments using this payment plan have been prepaid. Learners will not need to pay at the time of enrollment. |
| Prepaid Expiration Date | Select the date on which prepayment for enrollments expires. Learners will have to pay for enrollments after this date. |
| Date-limited Discount % | Enter the percentage discount on enrollments using this payment plan. |
| Discount Expiration Date | Select the date on which the discount for enrollments expires. |
| Usage Discount % | Enter the percentage discount to apply for a minimum number of enrollments using this payment plan. |
| # Enrollments Required for Discount | Enter the minimum number of enrollments required before the usage discount is applied. |
Additional Information
