# Tuition Plans
This feature allows you to set all tuition plans offered by the school
## Access and Navigation
To access this module, go to **Planning** > **Finance Setup** > **Tuition Plans**. Click on the drop-down below Tuition Plan and choose which school year to manage.
If you cannot view the link from the list, check the privilege assigned to your user account or role.
{% hint style="danger" %}
Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen.
{% endhint %}
## Create a Tuition Plan
* Click **+ New** to create a new plan, and name it as applicable.
* Click **Add Tuition Plan** to save.
* Click **View payment plan** to view/modify the plan's setup.
* Select the **grade/year level** where the plan is applicable. Once a level is saved to a plan, it cannot be selected/saved for another plan. This will also automatically assign the plan to students.
### Add Fees inside the Tuition Plan
Fees can be grouped depending on the need. This is especially useful on fees in which the breakdowns should be shown (e.g. miscellaneous).
#### Creating a Payment Group
* Click **+ Add Payment Group**
* **Name** - what to call the group
* **Type** - how to categorize the group's type of fee (Tuition, Miscellaneous, Laboratory, and Others)
#### Create a specific fee inside the Payment Group
* Click **+ Add New Fee** then fill out the following fields:
* **Label** - what to call the fee
* **GL Account** - determines the corresponding GL Account ([Ledger Code](https://info.edusuite.asia/product-guide-k12/admin-home/planning-module/finance-setup/ledger-codes)) the fee falls under
* **Applies to** - determine when to apply the fee by setting the rules. Click the **Pencil** button to configure the rules (multiple rules can be set). Refer to the table below for the available options.
* **Amount** - how much the fee is
* **Editable** (checkbox) - can a user (with necessary privilege) edit this fee as applicable?
* **Non-refundable (checkbox)** - is the fee non-refundable?
* **Options**
* **Exclude from installment computation** (checkbox) - Indicates whether the fee must be paid in full and not divided into installments along with other fees, based on the payment mode selected for the student.
* **Unaffected by adjustments** (checkbox) - Specifies whether the fee must be paid in full and remain unaffected by any discounts applied to the student's account.
* Once done, click **Save** on the upper right side of the page.
### Delete Fees inside the Payment Group
To delete a fee inside the Payment Group, click the **X** button.
### Delete a Payment Group
To delete a payment group, click the **Trash bin** icon.
{% hint style="info" %}
1. A Tuition Plan can include several Payment Groups
2. Arrangement of Payment Groups
1. Based on creation date/time before clicking Save
2. When a new group is added to an existing Tuition Plan, it will automatically be placed as the first item in the arrangement.
3. A Payment Group can include several fee
4. Total Amount of fees assigned for Filipino and Foreign are shown on the top left of the page below the Tuition Plan name
{% endhint %}
## Duplicate a Tuition Plan
Click the **Copy** button on the tuition plan that you wish to duplicate.
You will be prompted to provide a new label, specify the school term it will be copied to, and select the applicable grade levels (multiple grade levels can be chosen). Once done, click **Copy Tuition Plan** to complete the process
## Rename a Tuition Plan
Click the **Pencil** button on the tuition plan that you would like to rename. Make the necessary changes then click **Save Changes** when done.
## Edit a Tuition Plan
Please refer to the steps outlined in **Creating a New Tuition Plan** for guidance on what can be modified and how to make changes within a tuition plan.
## Delete a Tuition Plan
Click the **Trash bin** icon on the tuition plan that you wish to delete. In the confirmation pop-up, click **Yes, Delete** if decided otherwise click **No** to go back.
## Frequently Asked Questions (FAQs)
**Question:** Why are not all grade levels appearing in the dropdown for "Applies to" when setting up Tuition Plans?
**Answer:** Ensure that the missing grade levels have units assigned. To assign a unit, go to **Planning > School Year Setup > Grade Levels**, locate the grade level, and click **Assign Unit**. From there, select a unit from the dropdown list.
