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Agentforce Education
Set Up Payment Plans

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Set Up Payment Plans

To help students meet their payment commitments, offer flexible payment options that spread tuition across multiple installments and match their financial accounts and debt situations. Configure monthly, quarterly, or custom schedules that match your billing cycles and automate payment collection through integrated gateways. Your students track their plan status and upcoming auto-debits in real time from the learner portal.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud, Revenue Cloud Advanced, and the Revenue Cloud Billing licenses.
User Permissions Needed
To set up payment plans: Education Cloud Full Access

Before you begin:

To set up payment plans:

  1. To define the frequency and count of payment installments, create a payment schedule distribution method.
  2. To represent a payment plan option visible to students, create a payment schedule treatment record in the Draft status.
  3. To link the payment schedule treatment to the payment schedule distribution method, create a payment schedule treatment detail record and activate the payment schedule treatment.
  4. To schedule payments at different times, create a payment schedule.
  5. To process each item of payment, create a payment schedule item. See Payment Schedules and Payment Schedule Items.
  • Configure Automated Payment Collection
    To automatically process payments for your transactions, your admins set up a payment scheduler with specific filters, such as the desired run frequency and matching criteria. Payment batch runs process existing payment schedules and payment schedule items to collect the corresponding payments and then apply them to invoices based on the payment application level.
 
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