AdminsBilling

Split an annual plan into monthly installments

A 60-second screen recording of a real school doing exactly this — and the same 7 steps written out below, in the labels you'll see on screen.

How to split an annual plan into monthly installments

1Click Billing under Administration in the sidebar, then the "Plans & students" tab
2Find the annual or one-time plan and click Add student
3Type part of the student's name into Search students and pick them
4Open "Bill as" and choose 10 monthly installments instead of one invoice
5Click Add student — the invoices are written immediately
6Click the Invoices tab
7One invoice per installment, each due a month after the last

Put each family on a plan, run billing once a month, and let Stripe and automatic reminders do the collecting — families pay right in the portal.

Everything in this video is in every plan. Your first 30 days are free — no setup fee, no sales call.