Overview
Tuition plans are created and managed in Settings. Once created, a plan can be assigned to any number of students. Plans are school-year specific.
Requirements
The Tuition Management feature must be enabled for your school by Alma.
Staff must have the Setup & Settings > Manage Tuition Plans permission to create and edit plans.
Create a Tuition Plan
Go to Settings > Fees > Tuition Plans.
Click "New Plan."
Complete the plan-level fields:
Name — Must be unique within your school.
Description — Optional. Visible to families.
Allow Parent Self Sign-Up — Set to Yes if parents should be able to select this plan themselves.
For each invoice in the plan, configure:
Charges / Line Items — Add items manually or select from your fee schedule. Enter a name and amount for each.
Discounts — Add negative line items (e.g., sibling discount, staff discount).
Send Date — The date the invoice will be automatically sent. Must be in the future.
Due Date — Must be on or after the send date.
Review the first invoice — it will include a read-only Alma Platform Fee line item.
Click "Save" to create the plan.
Note: The platform fee is a flat charge applied once, on the first invoice only. It cannot be edited or removed.
Edit a Tuition Plan
Go to Settings > Fees > Tuition Plans.
Click the plan name to open it.
Make changes as needed.
Note: Only invoices with a send date in the future can be edited. Past invoices are locked.
Copy a Tuition Plan
Use this to duplicate an existing plan — for example, to reuse it in a new school year with updated dates. All line items and amounts copy over; invoice dates must be updated after copying.
Go to Settings > Fees > Tuition Plans.
Open the plan you want to copy.
Click "Copy Plan."
Give the copy a new name and update the invoice dates.
Note: When copying, "Allow Parent Self Sign-Up" is automatically set to No. Update this after editing if needed.
Archive or Delete a Plan
Archive — Hides the plan from active use but preserves historical records.
Delete — Permanently removes the plan. Any future invoices that have not yet been sent will be cancelled. Past sent or paid invoices are not affected.
To archive or delete:
Go to Settings > Fees > Tuition Plans.
Open the plan.
Select "Archive" or "Delete" from the options menu.
Warning: If a student leaves mid-year, delete their assigned plan to prevent future invoices from being sent. Previously sent invoices and payments are not affected.