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Change the rate of a registration

Switch from 1x to 2x a week (or the reverse) without redoing the registration

A pupil registered for 1 lesson a week finally wants 2, or the reverse? There is no need to delete and recreate the registration: changing the rate keeps the groups, adjusts the number of lessons and updates the invoicing.

1Open the rate change

In Manage groups, find the pupil's card (in a group or in Not assigned) and click the double-arrow button on the right of the card.

The rate change button on the pupils' cards.

2Choose the new rate

The panel Change the rate shows the Current rate and the number of lessons per week. Choose the New rate: only active prices of the same subscription are offered. The effect on invoicing is shown immediately, before anything is confirmed.

Switching from 2x to 1x a week: one lesson to remove.

3What happens to the lessons

  • More lessons: the added lessons go to Not assigned; drag them into the group you want;
  • Fewer lessons: tick the lessons to remove; by default, lessons that are not assigned are suggested first;
  • lessons already assigned keep their group.

4What happens to invoicing

  • Not yet invoiced: the new price will be used when the registrations are invoiced;
  • Line to invoice (not yet on an invoice): its amount changes to the new price;
  • Unpaid invoice: the invoice line is adjusted; the invoice will have to be sent again;
  • Paid invoice: it stays as it is; the difference is added as an item to invoice at the next invoicing. The Additional amount to invoice is suggested in full and can be changed (0 = nothing to invoice).

Click Change the rate to confirm.

Lesson copied with its registrations: check the list of lessons offered carefully before confirming. If it contains lessons from the old lesson, do not use the rate change for this registration and contact support.

Plugin.ch tutorial — Manage lessons

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