For center administrators with access to this area.

Create a reusable billing plan that can be assigned to children for future invoice runs.

Steps

1. Open Money > Setup & reports > Billing setup and choose New plan.

2. Enter a descriptive plan name, amount per billing period and billing frequency.

3. Review the available proration, registration-fee, late-fee and accounting settings for your center.

4. Check whether the plan should be available to assign immediately, then choose Create plan.

5. Read the result and check the saved plan before assigning it to a child.

Check the result

Creating a plan does not assign it to every child or take a payment. Child assignment and invoice generation are separate actions.

Amounts, frequency, proration and late-fee choices are configured by your center; no values in this recording are universal Bloomily billing rules.

Interactive walkthrough: Create Custom Billing Plans in Bloomily

The recording uses one center’s example data. Names, amounts, dates, counts and configured policies are examples; use your own center’s records and settings. Some labels in the recording may differ from the written steps above.

Open the walkthrough in a new window