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How do I create a billing plan?

Learn how to create billing plans for your children?

MyKidReports avatar
Written by MyKidReports
Updated over 3 months ago

Billing plans are the foundation of MyKidReports' billing system—they determine the schedule and charges you want to bill families on a regular, recurring basis. Billing plans can be customized to bill weekly, bi-weekly, or monthly ensuring flexibility to meet your program’s needs.


Create a Billing Plan on the Web

Follow these easy steps to create a billing plan.

Step 1: Log in to your account.

Step 2: Go to 'Billing' > Click on the 'Dashboard' tab.

Step 3: Click on the 'Create billing plan' in the 'At a Glance' tab.

Step 4: Fill in all the details such as Billing Frequency (Weekly, Bi-Weekly, or Monthly), Program Amount, Plan Name, and select the Invoice Generation Date from the dropdown list. Then, click on the 'Save Plan' button.


Create a Billing Plan on the App

Follow these easy steps to create a billing plan.

Step 1: Log in to your account.

Step 2: Click on the icon.

Step 3: Go to 'Billing' > Click on the 'Dashboard' tab.

Step 4: Click on the 'Create billing plan' in the 'At a Glance' tab.

Step 5: Fill in all the details such as Billing Frequency (Weekly, Bi-Weekly, or Monthly), Program Amount, Plan Name, and select the Invoice Generation Date from the dropdown list. Then, click on the 'Create Plan' button.

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