Create and Manage Payment Plans

You can configure payment plans for online payment and associate them with your organizations. Learners who are members of an organization can pay for their course enrollments according to the properties of the payment plan assigned to them.

In order to use Payment Plans, the system must be configured for online payments.  Please see the System Configuration guide for information about enabling online payments.

Payment plans can be created to specify different charging options for different groups of users, enabling organizations to charge different amounts for the same course to different target groups of learners. You can assign a payment plan to one or more organizations from the Organization Maintenance page.

Payment plans can specify:

  • Allowances for online payment
  • Usage-limited and date-limited discounts
  • Provisions for pre-payments (either through the use of currency, coupons or tokens)
  • Discount thresholds or expiration
Online payments and at least one payment gateway must be configured in order to set up payment plans.  Please see the System Configuration guide for information about enabling online payments.

Should my Organization use Payment Plans?

Use the information in the table below to evaluate if your organizations should use payment plans.

How are Course Enrollments Paid for? Payment Plan Required?
Organizations prepay for their learners' enrollments Yes
Organizations offer different course rates to their learners Yes
Organizations offer discounts on enrollment costs Yes
All courses are free to employees of the organization No
All learners pay the same rate No
Organizations pay the same rate for their learners' enrollments No

To manage Payment Plans, your user role must have unrestricted access to the Payment Plans and Optional Payment Items feature in System Roles.

Create a Payment Plan

To create a payment plan

  1. Go to Manage Center > Learning > Payment Manager > Payment Plans. 
  2. Click + Create Payment Plan. 
  3. Enter the payment plan properties. For additional information about configuring these fields, please see Payment Plan Properties Reference.
  4. Click Save. 

Edit a Payment Plan

To edit a payment plan

  1. Go to Manage Center > Learning > Payment Manager > Payment Plans. 
  2. Locate the appropriate payment plan and click the Edit link.
  3. Make the updates as necessary.
  4. Click Save. 

Delete a Payment Plan

To delete a payment plan

  1. Go to Manage Center > Learning > Payment Manager > Payment Plans. 
  2. Locate the appropriate payment plan and click the Edit link.
  3. Click the Delete button
  4. Click OK.