---
schema_version: "1"
id: 10e08a831c81dfc709c7594cbd5e178cb108e741d042c2aad02b26cdf954c5ff
title: Set Up Payment Plans
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_set_up_payment_plans.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_payment_plans.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5775d24e90843c4461a3e45c3e0f4776dec2373b86a52c73e9bbca202c20d6f5
description: To help students meet their payment commitments, offer flexible payment options that spread tuition across multiple installments and match their financial accounts and debt situations. Configure monthly, quarterly, or custom schedules that match your billing cycles and automate payment collection through integrated gateways. Your students track their plan status and upcoming auto-debits in real time from the learner portal.
products:
  - Education
release: "264"
---
# Set Up Payment Plans

To help students meet their payment commitments, offer flexible payment options that spread tuition across multiple installments and match their financial accounts and debt situations. Configure monthly, quarterly, or custom schedules that match your billing cycles and automate payment collection through integrated gateways. Your students track their plan status and upcoming auto-debits in real time from the learner portal.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud, <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;language=en_US&amp;type=5#revenue_licenses_areas_and_features__billing_features_by_license" target="_blank">Revenue Cloud Advanced, and the Revenue Cloud Billing licenses</a>.</td></tr></tbody></table>

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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d120400e76">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d120400e76 ">To set up payment plans:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d120400e76 ">Education Cloud Full Access</td>

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Before you begin:

- [Turn on Education Cloud](https://help.salesforce.com/s/articleView?id=sfdo.ec_enable_education_cloud.htm&language=en_US)
- Configure student financial account management options, [Prepare Your Org for Student Financials](https://help.salesforce.com/s/articleView?id=sfdo.ec_prepare_your_org_for_student_financials.htm&release=264.0.0&type=5 "Enable student financial account management options and configure the necessary permissions for students and staff.").

To set up payment plans:

1. To define the frequency and count of payment installments, create a payment schedule distribution method.
2. To represent a payment plan option visible to students, create a payment schedule treatment record in the Draft status.
3. To link the payment schedule treatment to the payment schedule distribution method, create a payment schedule treatment detail record and activate the payment schedule treatment.
    
    See [Define Payment Plan Types to Create Payment Plans](https://help.salesforce.com/s/articleView?id=ind.collections_create_payment_plan_types.htm&language=en_US).
4. To schedule payments at different times, create a payment schedule.
5. To process each item of payment, create a payment schedule item. See [Payment Schedules and Payment Schedule Items](https://help.salesforce.com/s/articleView?id=ind.billing_payment_schedules_and_payment_schedule_items_auto_manual.htm&language=en_US).

See Also:

[Set Up Payment Plans to Manage Financial Hardships](https://help.salesforce.com/s/articleView?id=ind.collections_setup_payment_plans_for_financial_hardships.htm&language=en_US)

- **[Configure Automated Payment Collection](https://help.salesforce.com/s/articleView?id=sfdo.ec_configure_automated_payment_collection.htm&release=264.0.0&type=5)**  
    To automatically process payments for your transactions, your admins set up a payment scheduler with specific filters, such as the desired run frequency and matching criteria. Payment batch runs process existing payment schedules and payment schedule items to collect the corresponding payments and then apply them to invoices based on the payment application level.