Day to day

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