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How do I create a billing plan?

Learn how to create billing plans for your children?

Written by MyKidReports

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 'Billing Plans' > Create 'New Plan'.

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 'Create 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 'Billing Plans' > Then click on " + " 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.

Step 7: Scroll Down > then, Click on the 'Create Plan' button.

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