Updated as of Version 26.02.
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Payment Plans

You can configure payment plans for online payment and associate them with your organizations. Learners who are members of an organization can pay for their course enrollments according to the properties of the payment plan assigned to them.

Payment plans can specify:

  • Allowances for online payment
  • Usage-limited and date-limited discounts
  • Provisions for pre-payments (either through the use of currency, coupons or tokens)
  • Discount thresholds or expiration

Online payments and at least one payment gateway must be configured in order to set up payment plans.  Please see System Configuration for information about enabling online payments.

Should my Organization use Payment Plans?

Use the information in the table below to evaluate if your organizations should use payment plans.

How are Course Enrollment Paid for? Payment Plan Required?
Organizations prepay for their learners' enrollments Yes
Organizations offer different course rates to their learners Yes
Organizations offer discounts on enrollment costs Yes
All courses are free to employees of the organization No
All learners pay the same rate No
Organizations pay the same rate for their learners' enrollments No
To manage payment plans, your role must have unrestricted access to the Payment Plans and Optional Payment Items feature.

Create a Payment Plan

  1. Go to Manage Center > Learning > Payment Manager > Payment Plans.
  2. Click + Create Payment Plan.
  3. Enter the payment plan properties. Use the table below for guidance:
Field Description
Title (required) Payment plan name.
All enrollments use online payment? Select this checkbox if all enrollments use online payment.
Allow payment by organization's credit card? Select this checkbox to allow learners on this payment plan to pay for enrollments using the credit card of the organization the plan is assigned to.
Purchase order reference required? If the payment plan allows payment by the organization's credit card, select this checkbox if a purchase order reference is required for each enrollment.
Allow payment by organization's account? Select this checkbox to allow the learner's organization to pay for courses with online payments.
Purchase order reference required? If the payment plan allows payment by the organization's account, select this checkbox if a purchase order reference is required for each enrollment.
All enrollments have been prepaid? Select this check box if all enrollments using this payment plan have been prepaid. Learners will not need to pay at the time of enrollment.
Prepaid Expiration Date Select the date on which prepayment for enrollments expires. Learners will have to pay for enrollments after this date.
Date-limited Discount % Enter the percentage discount on enrollments using this payment plan.
Discount Expiration Date Select the date on which the discount for enrollments expires.
Usage Discount % Enter the percentage discount to apply for a minimum number of enrollments using this payment plan.
# Enrollments Required for Discount Enter the minimum number of enrollments required before the usage discount is applied.
  1. Click Save. 

Payment plans are assigned to organizations in organization maintenance. For additional information, please see Organization Maintenance.

Delete a Payment Plan

On the Payment Plans page, locate the appropriate payment plan and click the Edit link, then click the Delete button.

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