How to Manage a Billing Plan

Once a Billing Plan is running (see: How to Set Up a Billing Plan (Invoice Installments)), you can reschedule it, change how it's collected, edit its line items, or cancel it from the plan's page. These actions apply only to the remaining scheduled invoices that haven't been sent or charged yet—already-billed invoices aren't affected.

Step 1: Select the Child or Plan

• From Billing: find the child, click their Billing Plans & Subscriptions section to expand it, then click the plan you want to manage
• From Upcoming Billing → Billing Plans: find the plan in the List or Calendar view and click it
• Either way, this opens that specific Billing Plan page—the installment timeline, plan details, and the full Invoices list with each invoice's status (see: Where to Find Billing Plans in Onespot)

Step 2: Manage the Remaining Invoices

Scroll to Manage Remaining Invoices. The number in the heading shows how many unbilled invoices the action will apply to.

Reschedule Remaining Invoices

• Click Reschedule remaining invoices
• Pick a new date and time for the next invoice
• The rest of the plan follows from that date at its usual cadence (daily, weekly, and so on)
• Click Reschedule Invoices to save

Change Payment Method

• Click Change payment method and choose how the plan's remaining invoices are collected:
• Auto-charge — automatically charges the payer's saved payment method when each invoice is due (needs a payer with one on file)
• Send Invoice · Card/Bank — sends an invoice the customer pays later from within your app
• Send Invoice · Cash/Check — sends an invoice, but the customer pays your school directly by cash, check, or another method outside the app (see: How to Invoice for Cash/Check Payment)
• For either Send Invoice option, set how many days until each invoice is due
• Click Update—you can switch freely between all three methods at any time, including moving a plan into or out of cash/check

Bulk Edit Remaining Invoices

• Click Bulk edit remaining invoices
• Add, edit, or remove line items on every remaining invoice at once, such as adding a fee or giving a credit (enter a negative amount)
• Products and discounts can be removed but not added—use a custom item instead
• Invoices you edited individually are skipped and listed before you save
• Click Update Invoices to save—the button shows how many invoices will change, and already-billed invoices are never touched

Cancel Remaining Invoices

• Click Cancel remaining invoices to stop the plan—every unbilled invoice is canceled, and invoices that already billed are untouched

Reschedule, Edit, or Cancel a Single Invoice

To adjust just one invoice without affecting the rest of the plan:

• Click that invoice in the plan's timeline or Invoices list—this opens its Scheduled Invoice page
• The summary shows its status, when it sends, the amount, due date, collection method, and which invoice in the plan it is (e.g. invoice 2 of 4)
• From here you can Reschedule Invoice to move just this one to a new date, or Cancel Scheduled Invoice to cancel just this one—the rest of the plan continues as scheduled
• To change what this invoice bills, click Edit in the Line Items card, add, change, or remove items, then click Save Changes—only this invoice changes (see: How to Edit Line Items on Billing Plan Invoices (One or All Remaining))