# Tuition Plans

The Tuition Plans feature allows schools to create and manage tuition plans for a specific term. It also enables students to customize the fee breakdown.

## Access and Navigation

Navigate to **Finance > Finance Setup** to access the **Tuition Plans** module.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdw_tOtCYyAP_nGwPb7RCYRI8NaivFcBga_V6XvrKCtEeaLmCUugBSFRLDZR8JMUgOYbaBhYTxxbxBCx4un70457I2X5OXRlrIJVNHxm1BWFM6gpCPvIWcl3WG9CASelLhEmfb2CecxzpiysI4KrRDPJnkf?key=Y3tSvPSx9fa3RP07_JmwXA" alt=""><figcaption></figcaption></figure>

Check the privilege assigned to your user account or role if you cannot view a link from the list.

{% 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 New Tuition Plan

### From Scratch

* Click the **+New Plan** button on the upper-right corner

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdh5btO7FJPb3Xypnj18i8xu3r__nXOQkdzxHV9lTNQkxqRDPQ9ejp8KZ1qkiCLVhg8nlJASE6kuvoVI8fD5QbLcKgiGsd8Vn-I4hxL83aCZnNgrnsYz8U3Z6d8NMSf4Nh-DW7VfE8lgT7CJicdtDd01zsY?key=Y3tSvPSx9fa3RP07_JmwXA" alt=""><figcaption></figcaption></figure>

* Select “From Scratc&#x68;**”** from the submenu
* Enter the required Label detail

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeAziI7ChiZ2ou-FWM9ZUDlgPT8suqhCqnP1Ob1VdAoxXgvmwfiO3nmBmq2eywbsohx6oSutNcG367rZSyTTstcrMXHIl6VHLytcbggp9ap8bsycNjduuiZjMBPxaneH6AwROY1Y6m-2gUOUalupsi9dIM?key=Y3tSvPSx9fa3RP07_JmwXA" alt=""><figcaption></figcaption></figure>

* Click **Add Payment Plan** to save

### From an Existing Plan

* Click the **+New Plan** button on the upper-right corner
* Select "From Existing Plan" from the submenu

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcJw6HcWd8NLRKVz9k102ykcyw9RPSOz6O3dHHI0eHbwXcjESsrn5c7Y2xPabGbbhA2uNoL29-gIE5fIqSJVI7flBsN5z1tXHKLXYgUmWg8gqqIa6zebWhYKGsvvhv_X5Py-yVfIA1DDwj5lHZ43HdwXCBJ?key=Y3tSvPSx9fa3RP07_JmwXA" alt=""><figcaption></figcaption></figure>

* Enter the required Label details
* Choose an existing tuition plan to duplicate

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcTFt2vJpIgnsaTLXudSGFQB-4f5kOYv_zeDzUzXvQb35Q1OXSZBI0lMjcd0WH6j1cwPUvaeqGhsdrv67b3ZgLEyCfC3CeIvg0CD_4f_o9KkrPlPqbmDfw7gBqNX4nWzc6ThhWZqVsNdzqNFJpBtJFQLnMa?key=Y3tSvPSx9fa3RP07_JmwXA" alt=""><figcaption></figcaption></figure>

* Click **Add Payment Plan** to save

## Edit a Tuition Plan

* Select the tuition plan you want to edit and click the **Pencil** icon

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdFoQb2uiskTBEor6BNIPtKRaboTDdjipH9hkCGDkO2Mx4zc2XyWjrtxWeI5cgYH5ERvhprus0oROn9aPNacRyzh6ct2rfBOx3pgXozIKkn624C9XCHqd1UW5vs9vXqTIlLBAYXlIgpMdIXXlUyVix77w0?key=Y3tSvPSx9fa3RP07_JmwXA" alt=""><figcaption></figcaption></figure>

* Modify the Label as needed
* Click **Update Payment Plan** to save changes

## View Fees Setup

* Click **View Plan** on the desired tuition plan

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXddHacXxhjbY2VyV1sT_VnfY_aha0n1fZ5dHDKEnKcv3-yjLXLmsSb8bSQZuJxhc-hv5ahOQiOcqKXzcjJwmzDP3O0zgfRZZtnvL1cBbJ6rTs0Bm81C4OTDfGVUf5sZ1yFPWdfVQzkN8RTegtfLwPOF9aA9?key=Y3tSvPSx9fa3RP07_JmwXA" alt=""><figcaption></figcaption></figure>

* The latest revision of the tuition plan will be displayed with fees classified alphabetically by type

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcuTikRFDIy1W30Ije7dWHaPhudUHLVWoagtoze3IKGPnsel_urp7_y4diNGb-35LQS1Os_cv17jATaxCj_3LGPdST4kdwgkv19zPwBtlXdC9lCztiJ15D-AD04JMCkK0yJrI07-9CHZX3AuUvGlcw_YJDC?key=Y3tSvPSx9fa3RP07_JmwXA" alt=""><figcaption></figcaption></figure>

## View a Different Tuition Plan Revision

{% hint style="info" %}
Tuition Plan Revisions are automatically created when a new school term begins.
{% endhint %}

* While viewing a tuition plan, click the **revision dropdown** next to the plan name located in the upper-left corner

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdP6gDmUx7MSeCPrBp2q67V1siHNCiBSLejbEi-IEnxySnh4zQ57128pND0xsMws_xRYFsRbl8xGFqS0IfPyNOFkYc4TxS4piMS1unrhMlJ6NvU_3XETNfzivKTTH-KTX1I4goi1YIazAhh6qtzvW9IzXeA?key=Y3tSvPSx9fa3RP07_JmwXA" alt=""><figcaption></figcaption></figure>

* Select a revision to display the corresponding fee setup

## Add a New Fee

* Select the tuition plan revision to edit
* Click **+New Fee** in the upper-right corner

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcWVtYrYNaTHhFvaQgPRlrKpsDHa5Mc3SvT6vQp879p7_sK0UxlFyQ_2KNIxaCSnyJFieGs-7aD9ZOWf39cCc0GFnAa4bwWPp0k83TqePJKwzabgUKg-XC1KHzvcY0Jq3j6bEnRCOGphwIzR7w4LfMzl0fo?key=Y3tSvPSx9fa3RP07_JmwXA" alt=""><figcaption></figcaption></figure>

* Enter the required details:
  * **Label** - Name of the fee
  * **Account Code** - Tag to an existing account code (if applicable)
  * **Fee Type** - Select the type of fee
  * **Price** -  Set the amount
  * **Applies To** - Define conditions for affected students

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeJcVBfMADL_ZCQDh5VgVDebr1UvH4dVBlM3hjAZ2yEBru8dO7ZRjAWNo1PDgWtGW0ODLHToGTboqhw3pw_r3zHVjpGk0JSxvSrIs95ZjTV2cVh0pKSzAOcnkikGpc__ETU_lErMfnrID_zI0HtJQLr42KP?key=Y3tSvPSx9fa3RP07_JmwXA" alt=""><figcaption></figcaption></figure>

* Click **Add Fee** to save

## Edit a Fee

* Select the tuition plan revision to edit then click the **Pencil** icon next to the fee

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXefZezQBfzOacWuIBItW4P5kwyb5Wv8nJh1z88XFONFJC0wG6-vlkTMmOBR9iTWF4aLSMjZ_c0LiaBSahLSd3dOx_qdsYmDkY4ma_jDKW-C2bX4czcd7JBb-OnCIavakqhpOa4njFZ264__l4ScNMDYxOrK?key=Y3tSvPSx9fa3RP07_JmwXA" alt=""><figcaption></figcaption></figure>

* Modify the necessary fields
* Click **Update Fee** to save changes

## Delete a Fee

* Select the tuition plan revision to edit
* Click the **Trash Bin** icon next to the fee

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXd5wf1VzQs_FL-_mIkpVRia4kN-HRNZOgduVkiWNtB8M8NDrvLO3pZrIUqU-EtoUYjRZ1y9Rr6lHUjFKVWMWBc6II86UnE4xDi-iOocmfJGQvUjRDwvgmNZCJauDeSWtSTNGXzaJ9b34q7PcVOPWvS2Vqg?key=Y3tSvPSx9fa3RP07_JmwXA" alt=""><figcaption></figcaption></figure>

* Confirm the deletion by clicking **Delete**

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeKhPjN_6fRtZ_zxSE86UJ_4XSeI4iBo9NlVWp19i4SKGSQa2rQByikjRxmwcFZFyRY3hGuUvAfbFD69AFOk-v5IJekCdLcVhDimBVhpwgxq-x9pXkFerEIK0yZLw2I3BIinRKlMAaKlTinvt4eV7-uX-3q?key=Y3tSvPSx9fa3RP07_JmwXA" alt=""><figcaption></figcaption></figure>

## Delete a Tuition Plan

* Select the tuition plan to delete
* Click the **Trash Bin** icon

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcBWXMpL5M-CLic-L-flH4xPIn2kWj2YPH3KmAEXRvyrEp9OsT3Chbab9xL47LE3EMflvOWhCXyaBTMZysrqAGVpittPI3uvuYB-rf_c8zxdgl_bmz74oxj7ccITeCihQPhRQcXQHrZUo32mmah_Hil3RM?key=Y3tSvPSx9fa3RP07_JmwXA" alt=""><figcaption></figcaption></figure>

* Confirm the deletion by clicking **Delete Tuition Plan**

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeqoZCl8xZr1eovhcFlD9y19MiLqbOCSyoFGEItT7GVY2cBBizovoilUUllfIKFtjH42Sbdod0K7q7auu-DA3HP82IgEfoPC70PFsKwkTkDV1H2LnayQFZ7_JhRp5_rPGcmVBTsZOYgviO6PghnJNE88Vk?key=Y3tSvPSx9fa3RP07_JmwXA" alt=""><figcaption></figcaption></figure>

## Search for a Tuition Plan

Enter a keyword or exact text in the **search bar** located in the upper-right corner. Press **Enter** to find matching results.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfsXZWsArQWC0ZHrIo0S_TUH12j7zKsy3isQT_NcJuxONu0kXZ34WNnt-VgcX0IG-mO6LIOxdYMM0D3r4md8NVZFgR77k-A4XAjxfrqIc2rEuEtWHiy1c8iuXwmx_oyf-GxlXw4Tg4xeKbAi6Bn5LfO2UUn?key=Y3tSvPSx9fa3RP07_JmwXA" alt=""><figcaption></figcaption></figure>
