Payment plan templates

Payment plan templates save a deposit and installment schedule once. Build them in Settings → Recruitment → Payment → Payment plan templates: name, currency, payer country, deposit (% or fixed), installments (even or custom), and first/last payment timing, with a live preview. Optionally apply a template automatically by school and destination; an all-schools, all-destinations template is the agency-wide default, and the most specific match wins. Templates can also be picked by hand on proposals and sales.

A payment plan template saves a deposit and installment schedule once, so you don't have to re-enter it on every proposal or sale. You can pick a template by hand, or let it apply automatically to matching proposals.

Where to find it

Go to Settings → Recruitment → Payment and scroll to Payment plan templates. Click Add payment plan to create a template, or the pencil icon to edit one. Each template in the list shows its name, how it collects payment (for example, "Collected in CAD"), the schools and destinations it covers, and a toggle to turn it on or off.

Build a template

1. Template basics

• Template name. Name it after the case it covers, for example "Language programs – 6 installments."
• Payment currency. Use the school's currency (no conversion) or Always use one currency.
• Default payer country. Used when the student's location and the office country are both unknown.

2. Deposit. The first payment, collected when the student accepts the proposal and deducted from the total. Choose % of total or Fixed amount, enter the amount, and add the label students see, such as "Deposit."

3. Installments. The balance after the deposit is split across installments. Choose Split evenly or Set my own amounts, the number of installments, and an optional description for students.

4. Payment schedule. Pick when the first and last installments fall due; everything in between is spaced evenly.

• First payment. A set time after the template is applied, or a set time before the course starts.
• Last payment. End at a set time before the course starts, or Continue at a fixed rhythm.

A Summary confirms what you've set up in plain language.

5. Check the preview and save. The Schedule preview prices a sample proposal with your rules. Change the sample total, acceptance date, and course start date to check edge cases, then save.

Apply a template automatically

At the bottom of the template, under Where this template applies, check Apply this template automatically to matching proposals. Then choose:

• Schools. All schools or Selected schools.
• Destinations. All destinations or Selected destinations.

A template set to all schools and all destinations works as your agency-wide default, so new school connections and new proposals are always covered. If a proposal matches more than one template, the most specific one wins. For example, a template for one school beats the agency-wide default for that school's proposals.

Use a template by hand

Templates without automatic application can still be picked when you set up the payment plan on a proposal option or a sale. The template fills in the currency, deposit, and schedule, which you can then adjust.