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AdminsBilling
Split an annual plan into monthly installments
A screen recording of Pearspark doing exactly this in a sample school, and the same 8 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 (installments are offered only on those plans)
- 3Type part of the student's name into the Student search and pick them; the student needs a family attached as billing contact
- 4Open "Bill as" and choose 10 monthly installments instead of One invoice for the full amount (2, 3, 4, 6, 9, 10 or 12 are offered)
- 5Click Add student — every installment invoice is written immediately
- 6Click the Invoices tab
- 7One invoice per installment under the family's name: the first due two weeks out, each one after it a month later
- 8Families on autopay have each installment taken two weeks before it's due, never all at once
Part of Tuition & billing
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.
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Do it in your own school
Everything in this video is in every plan. Your first 30 days are free, with no setup fee and no sales call.