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From your first login to your first enrollment being charged.

• How to use this Help Center Find your answer through search or the six topic groups, and understand what each notice on an article means. 2 min
• What EduPay is and how it organises your school The path that connects a course to a charge, and the name the system gives each piece of that path. 5 min
• Your first login: what to do in the first 30 minutes The first-day route — recognise the menu, finish the wizard, and leave the school ready for its first enrollment. 6 min Account owner only
• The initial setup wizard: the five steps An overview of what the wizard asks, what can be left for later, and what breaks if you skip it. 4 min Account owner only
• Step 1 — Institution details Name, country, currency and timezone — the four decisions that apply to everything that comes after. 3 min Account owner only
• Step 2 — The Student Portal address Choosing the address where your students log in to see contracts and charges — and why it is hard to change later. 3 min Account owner only
• Step 3 — Connecting the account that receives the money The one step that can block the whole school if skipped, and what happens if you choose to set it up later. 4 min Account owner only
• Step 4 — The school's billing rules How many days ahead the slip goes out, when a delay becomes arrears, and which payment method comes pre-selected. 4 min Account owner only
• Step 5 — The first contract template The last step of the wizard, the only one that can be skipped without cost — and what you give up by skipping it. 3 min Account owner only
• Twelve checks before your first real enrollment The final round before enrolling a paying student, so you do not find a problem with the family standing in front of you. 6 min Account owner only
• Glossary: the words you will come across What each term in the system means, grouped by subject, to look up whenever an unfamiliar name appears. 5 min
• Menu map: where everything lives The left-hand menu, group by group, with what to expect from each screen. 4 min
• Reopening the setup wizard after finishing it How to go back to the wizard to review what was decided at the start, and what changes when it is reopened. 2 min Account owner only
• The five Settings tabs and when to touch each one The map of the screen that defines almost everything else — and the right order to fill it in. 4 min Account owner only
• General tab — your school's identity Name, tax ID, logo and enrolment prefix — and where each one turns up later. 5 min Account owner only
• Country, timezone and currency — why they matter for billing Three fields that look like paperwork and decide when the routines run and which currency symbol appears everywhere. 4 min Account owner only
• Student Portal tab — address, login and what is required The decisions that must be settled before you enrol the first student, because they change the form and the access. 6 min Account owner only
• Billing tab — issuing lead time and the overdue field Two numbers the daily routines use — and one of them does not do what its name says. 4 min Account owner only
• What a financial plan is, and why it sits outside the course The piece that decides how much the student pays and how, and why it serves several courses at once. 4 min Account owner only
• Create your first financial plan From the button to a saved plan, with the minimum needed to start enrolling people. 4 min Account owner only
• The enrollment fee: how it works and when it is charged The entry amount, where it turns up later, and why it stays out of the monthly instalment maths. 3 min Account owner only
• Charging by bank slip: instalments and due day The two fields that build the student's payment book, and how the system picks the first due date. 4 min Account owner only
• Charging by PIX PIX uses the same fields as the bank slip, and the difference only shows in what the student receives. 2 min Account owner only
• Charging by credit card Why the card produces a single charge, and what the instalment fields actually do. 4 min Account owner only
• Deactivating or replacing a plan already in use What happens to old enrolments when you touch a plan, and how to raise prices without breaking anything. 3 min Account owner only
• Five pricing setups ready to copy The payment conditions schools use most, already translated into the financial plan's fields. 5 min Account owner only
• How contract templates work One text written once, with blanks the system fills at every enrolment — and a frozen copy for each student. 4 min Account owner only
• Create and edit a contract template From the button to a saved template, with the short route for schools that already have the contract elsewhere. 4 min Account owner only
• Every contract variable, and what each one prints The 37 blanks the system fills, grouped as they are on the form, with each one's exact output. 6 min Account owner only
• Formatting mistakes that only show up in the real contract Why the preview shows one text and the student's contract shows another, and the fix the default template needs. 5 min Account owner only
• Check the template before using it on a real enrolment The preview with sample data, what yellow and red mean, and what only a test enrolment reveals. 3 min Account owner only
• The institution's signature on the contract How to put the school's signature on the document, and what shows up when it is not configured. 3 min Account owner only
• Editing a template already in use: what changes on existing contracts The frozen copy, why it is good news, and the only way to rebuild a document. 3 min Account owner only
• Deleting a contract template safely The difference between taking one out of circulation and erasing it, and why the answer is almost always to deactivate. 2 min Account owner only
• What the default template already covers, and what usually goes missing A guided read of the default template's clauses, so you know what to review before adopting it. 5 min Account owner only

Day to day

What you do every week: students, enrollments, contracts and charges.

• Register a student from scratch What is required, what is optional, and what the system does on its own the moment you save. 4 min
• The student's ID: checking, duplicates and foreign students Why the system refuses a document, what to do when it is already in use, and how to register someone without a CPF. 4 min
• Find a student in the list The search box, the status filter, and what each column of the list shows. 2 min
• Edit a student's details, and what changes with them What happens when you change the email, the ID or the status of a student who is already studying. 3 min
• The student record: what it shows and what it does not Field by field of the student screen, including where to look for enrolments, which are not there. 3 min
• Import students from a spreadsheet — step 1: upload the file How to send the spreadsheet, pick the separator, and drop everyone into a cohort along the way. 3 min
• Import students — step 2: map the columns Tell the system what each column of your spreadsheet is, check the preview, and import. 4 min
• How to build the student import spreadsheet The accepted columns, the date formats and the filling rules, with an example ready to copy. 4 min
• Student import errors and how to fix them Reading the red box, finding the row in your spreadsheet, and solving each message. 4 min
• How a student receives portal access When the login account is born, what goes into the welcome email, and what the student does on first sign-in. 3 min
• The student did not receive the access email A diagnosis in four questions, from the most common cause to the rarest. 3 min
• Offering, cohort and trail: what the difference is The three pieces behind every enrolment, what each one does, and why they do not depend on one another. 5 min
• Create an academic offering Register a course, a school year or a workshop field by field, and what each one affects later. 4 min
• Deactivate or delete an offering that already has enrolments The difference between taking a product out of circulation and erasing it, and what deletion does to existing enrolments. 3 min Account owner only
• Create a cohort and set its period Registering the cohort, choosing the dates, and understanding what the default cohort does. 3 min
• Add and remove students from a cohort The cohort's student list, how it fills up, and why it is not the same thing as the enrolments. 3 min
• Open, closed and archived: what each cohort status changes The three statuses a cohort can have, what each one really does, and the special case of the default cohort. 3 min
• Create a trail to sell several courses together When a trail is worth it, how to build one, and what the summary panel adds up on its own. 3 min
• Link and unlink offerings from a trail Changing what a trail contains after it is built, and what that does to enrolments already made. 2 min
• How to structure your catalogue: four real schools Four ways of arranging offerings, cohorts and trails, so you can copy whichever looks most like your school. 5 min
• Cohorts and the class environment: the link that makes syncing work Which field actually carries the student into Moodle, and why filling in the other one does nothing. 3 min
• The life of an enrolment, start to finish The five statuses an enrolment can hold, what moves it from one to the next, and what each one unlocks. 4 min
• Create an enrolment, step by step The form's five steps, and the button that enrols a whole cohort at once. 5 min
• Choosing the product, the plan and the payment method The three choices that set what the student pays, and the panel that checks everything before you save. 4 min
• What the system creates on its own when you save Four things happen the instant you click save, and none of them needs you. 3 min
• The enrolment screen explained The buttons at the top, the details panel, and the payment book's seven columns, one by one. 4 min
• Find an enrolment in the list Searching by student, ID or number, and the two filters that answer the everyday questions. 2 min
• Cancel an enrolment What happens to already-overdue instalments, to the contract and to the student's access — and what cannot be undone. 5 min Account owner only
• The termination penalty on cancellation When it can be applied, how the amount is calculated, and why the option sometimes comes disabled. 4 min Account owner only
• Regenerate an enrolment's contract Rebuilding the document with current data — while it has not been signed. 2 min
• Download the contract as a PDF The enrolment's document as a file, signed or not, to archive or print. 2 min
• Issue the electronic acceptance receipt The document that proves the student signed, with date, time and the origin of the access recorded. 3 min
• Re-sync an enrolment with the class environment What the sync indicator means and when the resend button actually helps. 2 min
• Duplicate enrolment: how the system prevents it and what to do The guard that stops the same student being enrolled twice in the same product, and the routes when it fires. 3 min
• Contracts that expire unsigned The template's deadline, what happens when it passes, and the switch that decides whether the enrolment falls with it. 3 min
• The three ways to sign a contract Electronic acceptance, digital signature and physical signature — what changes for the student, for the office, and for the proof that gets stored. 5 min
• Electronic acceptance: how it works and what proof it creates The student's path, what gets recorded, and where the school finds that proof later. 4 min
• Digital signature through the student portal Drawing on screen or typing the name — and where the signature shows up afterwards. 4 min
• Physical signature: print, sign and send it back The paper route — what the student does, what the school must have ready on the template, and how many files fit. 5 min
• Pending Signatures: the daily routine The queue that holds enrolments back, the counter in the menu, and why it must not go to bed full. 4 min
• Check, download and approve a contract sent by a student What to look at before approving, why the file names look odd, and what approval sets off. 4 min
• Reject a submission and ask for a new contract How to write the reason, where the student reads it, and what disappears from the screen when you reject. 4 min
• What your student sees in the portal The student's home screen, field by field — so you know what they are looking at when they call. 4 min
• How the student signs in to the portal for the first time The welcome email, the forced password change, and what to say when they tell you nothing arrived. 4 min
• The student forgot their portal password The route they can take alone, how long the link lasts, and why the screen never says whether the email exists. 3 min
• How the student finds and signs their contract The two-click route inside the portal, written to be read out over the phone. 3 min
• How the student sees their installments and pays What the student finds in the portal to pay on their own — and why they have to ask you for a second copy. 4 min
• Every email the system sends in your name The fifteen templates, what triggers each one and who receives it — because the student will hold you responsible, not the system. 6 min
• The record and enrolment emails the student receives Four messages, what each one says and the exact moment it goes out — including the two that do not go out when you expect. 5 min
• The billing emails sent in your school's name The four charge notices the student receives, what triggers each one and what they actually say. 5 min
• What the system does on its own every day The four automatic routines, the hour each one runs and what they change without anyone asking. 5 min
• The 06:00 routine — which installments it charges and which it skips The exact rule that decides what gets issued overnight, and the four reasons an installment is left out. 5 min
• The boleto was not issued — what to check, in order Seven checks that solve nearly every case of a charge that did not go out, from the likeliest to the rarest. 6 min
• How your students' money reaches you Payments go straight to your school's account. EduPay never receives, holds or forwards anything. 4 min
• Connect the account that will receive payments The link between your school and the account that gets the money. It takes a few minutes and is done once. 5 min You need: A Stripe account Account owner only
• I do not have a receiving account yet — what I will need What to have ready before creating the account that will receive your students' money, and how long it usually takes. 4 min Account owner only
• Test the receiving connection One click that tells you whether the account responds right now — and why the "Connected" badge alone proves nothing. 2 min
• What you can adjust on the receiving connection A single field on this screen is editable — and it exists so that payment notices arrive. The rest is read-only. 3 min Account owner only
• Disconnecting the receiving account — what happens next What stops immediately, what stays valid and why switching accounts needs one extra precaution. 3 min Account owner only
• Fees, settlement time and reconciling your cash Who charges a fee, where to see the exact figure and why EduPay's total never matches the bank statement. 4 min
• Which payment methods your account accepts The box that says what your school can charge today, what each mark means and how to enable what is missing. 3 min
• The receiving account stopped working on its own When the connection drops or the account is restricted with nobody touching it — how to recognise it and how to charge again. 4 min Account owner only
• How the system finds out the student has paid The automatic notice that settles the installment on its own, what it triggers in sequence and why it sometimes never arrives. 4 min
• Connecting your school to the registry service How to authorise EduPay to send old debts to protest — no key to paste, and only for schools in Brazil. 5 min Account owner only
• Disconnecting the registry service What the school loses by disconnecting, what stays in force at the registry, and why the screen shows a count before you confirm. 3 min Account owner only
• Send a debt to protest How to choose who goes to the notary, what the review window asks for, and why some rows come up blocked. 6 min You need: Registry service connected
• Track the status of a title What each status means, how the screen updates on its own, and where to see everything that has happened to the debt. 5 min
• Resend, cancel and discard a title What to do when the notary returns a title, when the student pays, and when the school changes its mind — and what each route costs. 7 min
• How installments are created and what each status means Installments are born together with the enrollment, and the status column tells you where each one stands. 4 min
• Issue the payment slip for an installment Generate the charge for one specific installment and send it to the student right away, without waiting for the automatic run. 2 min You need: A connected payment account
• Issue an instant-transfer charge Generate the instant-transfer code for an installment so the student can pay right now, with the settlement arriving within minutes. 2 min You need: A connected payment account that supports instant transfers
• Send a card payment link Generate the link where the student pays by credit card, and understand why the enrollment has a single installment. 3 min You need: A connected payment account
• Issue a duplicate slip for an overdue installment Generate a new slip, with a new due date, for the student who missed the deadline or lost the paper. 3 min
• Record a payment that came in outside the system Settle an installment by hand when the student paid in cash, by direct transfer, or through any route outside the system. 3 min Account owner only
• Cancel a charge that was already issued Undo a slip or a transfer code that went out by mistake, while nobody has paid it. 2 min Account owner only
• Automatic issuing, and how to change how early it happens Every morning the system issues the charges that are coming due on its own — and you decide how many days ahead. 4 min
• When an installment becomes overdue An installment shows as overdue the day after its due date, with no grace period — and the student loses class access much later than that. 3 min
• Payment confirmed: what happens on its own When the money arrives, the settlement, the emails and the access release all happen without anyone touching anything. 3 min
• The Monday collection routine A twenty-minute round through four screens that stops you finding out about a problem with the student standing in front of you. 5 min

Overdue and agreements

When an installment goes unpaid: from reminders to formal collection.

• The due-date reminder routine Runs at 08:00, warns three days ahead — and there are two conditions that make it warn nobody at all. 4 min
• The routine that marks instalments overdue Runs at 01:00, allows no grace period at all, and it is what fires the arrears notice and the owner's report. 4 min
• The payment and arrears emails Reminder, arrears notice and payment confirmation — and the case where the student pays and receives nothing. 5 min

Grow and integrate

Sales pages, the student portal and connecting to other systems.

• The panel: what each indicator means The nine numbers and two charts on the home screen — and the detail in the doughnut chart that misleads anyone reading quickly. 5 min
• Financial report: filters, reading and export How to find exactly the instalments you are after — and the date trap, which answers a different question. 5 min
• Forecast, received and overdue: why the numbers do not add up Three totals across two screens that seem to contradict each other — with the arithmetic opened up, row by row. 5 min

Account and team

Your EduPay plan, your team members and what each one can do.

• How your EduPay subscription works What you pay, when, where the invoices are, and the four things you can do yourself. 5 min Account owner only
• Your plan's limits: students and users Where to see how much you have used, what happens as you approach the ceiling, and why those numbers are not in your Settings. 4 min
• I hit the student limit — what stops and how to fix it The exact message, what keeps working, what the import does silently, and the three ways out. 4 min
• Giving your team access and choosing the role How to create a colleague's access, the difference between the two roles, and the security detail nobody notices. 5 min Account owner only

Something went wrong

It did not turn out the way you expected. Start here.

• Problem index by symptom Start from what is happening, not from the name of the module — the full list of diagnoses, most common first. 2 min
• The student paid, but the installment is still open What to check, in order, when the student has the receipt in hand and the screen still says they owe. 4 min
• The charge failed, or the card was declined What the system tells you, what it does not tell you, and what to do in each of the two cases. 4 min
• The student cannot sign the contract Five checks, in order, from the most common to the rarest — and what to do once the deadline has passed. 6 min
• The student cannot sign in to the portal Five causes in order of frequency — and the one that accounts for half the cases is not the password. 5 min
• I cannot sign in to the system The panel's sign-in screen, what the error message means, and the case where you do get in but cannot find the button. 4 min
• How to open a ticket that is solved on the first reply Six pieces of information that remove the back and forth — and the one thing never to send. 3 min
• Support channels, hours and response times Where to reach us, when, and how long each type of case takes to be answered. 2 min
• The registry authorisation expired What the email notice means, what stops working meanwhile, and how to come back in one click. 3 min Account owner only