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New Enhancements for Payment Plans

Matt James

March 22, 2019

Payment plans in CourseStorm are a hassle-free option to manage payment for classes that are over $100. If you enable payment plans for a class, we’ll automatically create a plan based on when someone registers and the date by which you want all your funds collected. No need to worry about schedules or amounts.

We’re always looking for new ways to make managing payment plans even easier for administrators, and today we’re excited to talk about two recently-launched features: rescheduling individual payments and changing the credit card for a payment plan once the plan is in progress.

Rescheduling Payments on a Payment Plan

We added an all-new activity view for registrations back in December, and we’ve heard administrators have really enjoyed seeing a full history for any registration they receive. We recently upgraded the screen with a new edit button that allows you to choose a new date for any upcoming payment.

The registration activity screen with the ability to reschedule payment plan payments

After you click the pencil icon, you’ll be able to pick a new date when the payment will be due. You can even set two or more payments to be due on the same date.

Change the Credit Card on a Payment Plan

Even when a payment plan’s schedule stays on track, there may be a number of reasons why a customer might want to change the card used for payments. They may have received a new card from the bank if their original card was compromised. They might switch issuers. Whatever the case, now it’s easy to change to a new card once a payment plan has started.

You can change the credit card on any registration with an active payment plan by going to the registration overview screen. There’s a new option in the Actions menu called Update payment plan card… . From there, you’ll be able to enter the information for a new card to use going forward.

The registration overview screen with the option to change a payment plan's credit card

(If you don’t receive updated card information from the student, don’t worry! CourseStorm automatically sends an email to the student if a payment failed asking them to update their information. Shortly after they do, we’ll collect any missed payments. For more information, see our Payment Plans help site article.)

Want more information about how to use easy payment plans for your classes? Or want to give CourseStorm a first try? Email our Support Team anytime – they’d be happy to assist you!

Matt James

Matt has over 20 years of experience in the software industry. As the founder or co-founder of four software companies, he comprehensively understands technology, design, operations, finance, sales, marketing, and customer service. Matt co-founded CourseStorm to connect learners to classes where they can gain education a la carte to enrich their lives through art classes, prepare for a new job, or level up their existing skills.

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