Billing Plans Guide
Everything you need to set up, track, and manage Billing Plans—start at the top and work down.
Set Up a Billing Plan
📄 How to Add Products and Services in Onespot Payments
Create the product first—tuition, program fees, or any service. One product covers single charges and repeating billing alike.
📄 How to Set Up a Billing Plan (Invoice Installments)
Turn one invoice into a whole series—pick a start date, a cadence, and an end date, and every installment is scheduled in one go.
Track Your Billing Plans
📄 Where to Find Billing Plans
See any child's plans right from their Billing row, or view every plan school-wide in List or Calendar view under Upcoming Billing.
Manage & Make Changes
📄 How to Manage a Billing Plan
Reschedule the remaining invoices, switch how they're collected—auto-charge, card/bank, or cash/check—or cancel what hasn't billed yet.