# Create an enrolment, step by step

> The form's five steps, and the button that enrols a whole cohort at once.

## What you will get

A student enrolled, with the contract generated and the payment book built. The
path is **Contracts › Enrollments** and the blue **New Enrollment** button.

The form has **five numbered steps**, each opening only after the previous one.
On the right, a panel keeps summarising what you picked.

## Before you start

Four things have to exist:

- **The student**, under **Students**.
- **The product** — an offering or a trail, under **Academic**.
- **The financial plan**, under **Contracts › Financial Plans**.
- **The contract template**, if your school uses contracts.

Miss any one and the matching step comes up empty.

## Step 1 · Who is being enrolled

![First step of the form, with the choice between an individual student and a whole cohort](/Apps/edupay/ajuda/matricula-passo-1.png)
*The choice at the top changes everything that follows. **Turma inteira** — whole cohort — enrols every student on a cohort's list in one go.*

For the common case, leave it on the individual option and pick the person in the
**Aluno** field — it searches by name or ID.

Below it sits the optional cohort field. It is worth picking one: the cohort goes
into the contract, drives the first instalment's date, and is what carries the
student into the class environment.

## Step 2 · Product

Two tabs: **Oferta** and **Trilhas** — offering and trails. Pick what is being
sold.

## Step 3 · Contract template (Optional)

Here is the decision that changes the enrolment's course. Pick a template that
requires a signature and the enrolment is born **awaiting the signature**. Pick
**Sem contrato** — no contract — and it is born cleared for payment.

## Step 4 · Financial plan

Pick the plan and, just below, the payment method. Only the methods that plan
accepts appear.

## Step 5 · Amounts

Two fields, both optional, both with a hint worth reading:

- **Total value** — blank uses the product's price.
- **Enrollment fee** — blank uses the plan's fee.

**Careful:** leaving the fee blank does **not** waive it. To charge no fee, type
**0**.

Finally, the optional notes field is free text, for internal use only.

## Enrolling a whole cohort

Picking the cohort option in step 1, the system uses **that cohort's student
list** — the one you build on the cohort's screen. Everyone gets the same
enrolment: same product, same plan, same payment method.

What happens:

- **If any student already has an active enrolment for that product**, the system
  stops and shows the list of who is in that situation, for you to confirm first.
  Confirm and it enrols the rest, skipping those.
- **At the end, the message counts both numbers:** how many enrolments were made
  and how many were skipped for conflict.
- **If the cohort's list is empty**, the system refuses with **This cohort has no
  students.**

Remember that a cohort's list is not the same thing as its enrolments. The
hand-built list is what counts here.

## How you know it worked

> [certo]
> The screen goes to the new enrolment with the green banner **Enrollment created
> successfully.**, and the instalment panel is already built below.

## If something goes wrong

> [erro]
> **The message says the student already has an active enrolment for this
> product.** That is the duplicate guard. The article on duplicate enrolments,
> next door, covers the routes.
>
> **The payment method you want is not there.** It is not ticked on the chosen
> plan. Go back to step 4 and pick another plan.
>
> **A step will not open.** It is waiting on the previous one. The right-hand
> panel shows what is missing.
>
> **The student, product or plan list is empty.** Something was not registered
> beforehand. None of them can be created from here.


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https://edupay.estudiosite.com/en/ajuda/day-to-day/create-an-enrollment
2026-08-05