> ## Documentation Index
> Fetch the complete documentation index at: https://docs.uplifter.app/llms.txt
> Use this file to discover all available pages before exploring further.

# What happens to a payment plan when I cancel or refund an enrollment?

> How refunds split between a payment plan's order invoice and its installment invoices, and what happens to the remaining installments when you cancel an enrollment.

<Note>
  **Must know**

  * **Payment plans are off by default.** It's a club feature that only Uplifter can turn on.
  * **Each invoice refunds only what it collected.** Refund the deposit from the order invoice and each installment from its own invoice.
  * **Refunding an installment returns that payment only.** The schedule keeps running until you stop it.
  * **Cancelling an enrollment with installments still owed asks you to choose.** Pick **Keep collecting** or **Stop collecting** for the rest of the balance.
</Note>

**One enrollment, several invoices.** The order (checkout) invoice collects the deposit, plus any installments whose dates had already passed when the family registered. Each later installment is collected on its own installment invoice, linked from the order invoice's **Payment plan** section.

**Refunding from the order invoice.** Open it under **Financials > Invoices** and click **Issue refund**. The negative **Installments (charged later)** row is greyed out: "Installments are refunded from their own invoices once charged." Each program line refunds at most what this invoice collected, shown beside it as **Max \$\[amount]**. A program line starts on **Unenroll**, which also cancels that athlete's remaining installments for the program. Switch it to **Keep enrolled** to return money only.

**Refunding an installment invoice.** Open the installment's invoice and click **Issue refund**. The dialog reads: "Installment \[N] of \[M] on the \[program] plan (order \[reference]). Refunding returns this payment only; the schedule is unchanged. Stop future installments from the order invoice or the roster." Its lines have no keep-or-cancel choice, only an amount.

**You can't cancel an installment invoice.** **Cancel invoice** on one is refused: "This is a payment plan installment. Stop collecting it from the plan instead of cancelling the invoice."

**Stopping installments but keeping the enrollment.** Click **Cancel installments** on the order invoice. See [How do I manage an invoice that's on a payment plan?](/club/payments-checkout/manage-a-payment-plan-invoice) for what it does.

**Cancelling the enrollment.** Any refund is set in the first dialog, before you decide the balance.

<Steps>
  <Step title="Start the cancel">
    Choose **Cancel Enrollment** from the program's row menu on the athlete's **Programs** tab, or click **Cancel** beside the athlete on the program's **Athletes** tab.
  </Step>

  <Step title="Add a refund, if you're giving money back">
    In **Cancel enrollment?**, tick **Also refund this enrollment** (this needs permission to edit financials). The amount is capped at what the family has paid so far, for example: "Up to $[X] paid so far on this payment plan: $\[Y] at checkout and \$\[Z] in installments."
  </Step>

  <Step title="Click Cancel enrollment, then choose">
    Click **Cancel enrollment**. If installments are still owed, **\[Athlete] is on a payment plan** opens: "Cancelling the enrollment does not decide what happens to the rest of the balance. Choose whether the family still owes it." Otherwise the enrollment cancels right away.
  </Step>
</Steps>

| Choice | What happens |
| - | - |
| **Keep collecting** | The remaining installments run on their existing dates, for the part of the season the athlete used. |
| **Stop collecting** | The rest of the balance is forgiven and nothing further is charged. |
| **Go back** | Returns you to **Cancel enrollment?** without cancelling. |

**What happens next.** Once you choose, the enrollment is cancelled and any refund you set is spread across the checkout invoice and the installment invoices that collected money.

\*\*A $0-deposit plan.** Its order invoice is marked paid at $0.00, so there's nothing to cancel on it. Stop its installments with **Cancel installments**, or choose **Stop collecting** when you cancel the enrollment.

**Related:** [How do I let families pay for a program with a payment plan?](/club/programs-classes/offer-a-payment-plan) · [How do I manage an invoice that's on a payment plan?](/club/payments-checkout/manage-a-payment-plan-invoice) · [How do I cancel an enrollment and refund it in one step?](/club/refunds-cancellations/how-do-i-cancel-an-enrollment-and-refund-it) · [Which purchases can I refund?](/club/refunds-cancellations/which-purchases-can-i-refund)