This is a slightly more advanced feature, and we suggest before proceeding with this article to make sure you have a solid grasp of:
In some cases, you may be selling multiple courses to your lead/student. Usually these courses will have their own installments, and which installment with a due date. But sometimes that's not enough. Let's say you want to finance or give some sort of credit to your student (for example, in Brazil they can pay via credit card and have a special payment plan), in this case, you will probably want to have a specific number of installments, with a pre-determined amount. These installments may include multiple courses, services or insurance.
There are some markets, such as Brisbane in Australia, that can also benefit or using custom payment plans, specially when the student is going to do more than one course in the same college.
Here we list the step-by-step on creating a custom payment plan:
It all start by creating a quote. You can learn the in-depth of creating a quote in our article Creating quotes in PDF. Before sending the quote you will be able to create the payment plan.
Make sure you have activated the custom payment plan in the Preferences page of EducationLink, Learn more here: EducationLink preferences and settings.
After the quote was created, you can convert it in sale:
The process is basically the same as the one described in the article Selling a course to a student: adding a sale. In this case we transform all the products of the quote in sale automatically, you can learn more how to do that here: Transforming a quote in sale.
EducationLink understands all the installments that are in the same date, and will group them automatically for you.