Create and manage billing plans

A billing plan is the template Clear Day uses to invoice a family. It holds the tuition amount, how often the invoice goes out, and when it's due. Build it once, put families on it, and invoices generate on schedule. This is for directors and school admins.

On the web, open Billing and choose Manage plans. In the app, open the Billing tab, then Plans.

Create a plan

On the web, choose New plan. In the app, choose New, or Create plan from the empty list. Then fill in:

• Plan name: what you see in the list, like "Standard monthly tuition". Families don't see it.
• Cadence: how often the invoice goes out. Options are below.
• Base tuition: the amount per period, in dollars.
• Anchor: the day the invoice is based on. For monthly, "1" is the first of each month. For semi-monthly, give two days like "1,15". For weekly or bi-weekly, give a day of the week like "MON". For quarterly or annual, give the month and day like "01-15". If the format is wrong, the form says so.
• Due offset (days after issue): how many days after the invoice goes out it's due, from 0 to 60. "0" means due the same day. The app calls this Due day offset.
• Classroom (optional): tie the plan to a room, and a child's tuition updates on its own when they move into it. A room can hold one active plan. Leave it on Not tied to a room otherwise.
• First billing date (migration): only for schools coming from another provider that already collected the current period. Nobody is charged until this date. Leave it empty if you're starting fresh. It has to be within the next 180 days.

Save with Create on the web, or Create plan in the app.

Cadence	Bills
Weekly	Every week
Bi-weekly	Every two weeks
Semi-monthly	Twice a month
Monthly	Once a month
Quarterly	Every three months
Annual	Once a year

The app words three of these differently: Every two weeks, Twice a month and Annually.

Semi-monthly plans can't be charged on autopay yet: turning autopay on for one is rejected. If you need twice-a-month billing, collect it another way for now.

Edit, archive or raise rates

Choose Edit on a plan's row to change any field. Archive stops a plan from being assigned and removes it from the list, but families already on it keep getting billed. Nothing is deleted.

To raise tuition across plans at once, choose Raise rates beside New plan. See Change tuition rates in bulk.

Late fees aren't set on a plan. They're part of your billing policy.

With your plans in place, put families on them.