Payment Plan Workflow

Written By: iSIMS Support

Last updated: September 14, 2025

Payment Plan Workflow

Step 1: Create or Edit Payment Plan

• Navigate to Accounts > Payment Plans.

• Choose Create Payment Plan or Edit an existing plan.

• Complete the form with required details:

  • Plan Name

  • Payment Plan Length

  • Payment Interval

  • Minimum Payment (Registered)

  • Minimum Payment (Course Selection)

  • Late Payment Free Period

Step 2: Publish Payment Plan

• After creating or editing, publish the plan (if you have permission).

• Once published, only limited modifications are allowed.

Step 3: Student Interaction

1. Registration

   • Students must pay the minimum registration percentage to register or select courses.

2. Course Selection

   • Students may select courses once the minimum course selection percentage is paid.

   • Names appear on class lists after payment and course selection.

3. Late Payment Handling

   • Payments made after the Late Payment Free Period are flagged as late.

Step 4: System Enforcement

• The system enforces registration and course selection based on the payment thresholds.

• Students who do not meet the minimum requirements are restricted from registration or appearing on class lists.