The Payments & Pricing page is where you set how learners pay for your program. Here, you add purchase plans to set the price and purchase terms, and choose program-specific payment settings, such as whether learners can access the program while their payment is pending.

Your ability to add and edit purchase plans is determined by your platform Finance Permissions.

The page appears for programs where Payment is set to Paid on the Details tab. To open it, open your program and select Edit. Under Program Overview in the left-hand menu, select Program Set Up, then select Payments & Pricing.

Purchase Plans

Purchase plans define how pricing, enrolment and billing work for your program. The table lists every plan on your program, including shared plans, with details such as the display price, status, tax, availability and eligibility.

You'll need at least one Active purchase plan before you can start enrolling or activate the program. Keep in mind:

• Only Active plans are on sale to learners. A Draft or Archived plan stays in the list, but doesn't count towards the requirement.
• The plan marked Yes in the Advertised column sets the price on the catalogue listing. If that plan isn't Active, the listing shows no price.
• The catalogue doesn't show an Enrol button until the program has an Active purchase plan learners can buy.

Creating a New Purchase Plan

Select New Purchase Plan to create a plan for this program. This opens the purchase plan builder in Sales & Finance. Read more about creating and managing purchase plans here.

Attaching a Shared Plan

Select Attach Shared Plan to use a plan that's shared across programs. Select one or more plans in the list, then select Add Selected Plans.

The list only shows Active shared plans that aren't already on this program and that your finance role covers. Once your program has a plan, the list only shows shared plans on the same billing entity.

Payment Settings

Turn on Grant Learners Access if Payment is Pending to let learners into the program before their payment has been completed. This allows User's who have opted to Pay Later via Invoice to access the program before they have paid their invoice.

Additional Program Invoice Information

Turn on Add Additional Invoice Information to add program-specific information to the invoice when a learner purchases this program. Use the link tool to add contact email addresses.

Substitution Settings

Substitution lets someone replace one enrolled learner with another at no extra cost. The original learner is withdrawn, and the new learner takes their place in the same program.

Use Self-Service Actions Taken By to choose who can make a substitution themselves: No Self Service (only Program Team with the relevant finance permissions can make subsitutions) , Purchaser Only (Only the User who purchased the place in the program can make subsitutions), or Purchaser & Learner (Both the Purchaser and the Learner, regardless of who made payment, can make substitutions).

The banner at the top of the page shows how many required items are complete. Select it to see each item and whether it's done.

Tip: Select the g icon on the right of the page to open the Guroo Help panel. It explains each setting on the page, based on how your program is currently set up.