# 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.

## What you will get

The ability to read any enrolment's status tag and know, at once, what has
already happened and what is still missing.

**The enrolment is the system's central piece.** It joins the student, the
product, the cohort, the plan and the contract — and the instalments are born
from it. Everything registered beforehand exists to arrive here.

## The five statuses

| Status | What it means |
|---|---|
| **Awaiting contract** | The contract was generated and the student has not signed |
| **Awaiting payment** | Everything is ready; the first instalment has not been paid |
| **Active** | The student is studying and paying |
| **Cancelled** | The enrolment was ended early |
| **Completed** | The course finished |

## Where an enrolment comes in

On save it is born in one of two statuses, and the contract template decides
which:

- **With a template that requires a signature** → born **Awaiting contract**.
  Nothing moves until the student signs.
- **With no template, or one that does not require it** → born straight into
  **Awaiting payment**.

It is the only choice on the form that changes the enrolment's course, and it
sits in step 3.

## The normal path

```
Awaiting contract → Awaiting payment → Active → Completed
```

Each arrow has a trigger:

- **Contract → payment:** the student signs in the portal.
- **Payment → active:** the first instalment is paid.
- **Active → completed:** the course reaches its end.

## The detours

**Cancelled** can happen from any of the first three. It is the only exit the
system offers for ending early, and it has its own screen.

**An expired contract** is a separate case: when the template has a signing
deadline and it passes, the contract expires. If the school turned on automatic
cancellation in settings, the enrolment falls with it.

## What each status unlocks and locks

| Status | Charging | Cancelling |
|---|---|---|
| **Awaiting contract** | Instalments already exist | Allowed |
| **Awaiting payment** | Instalments already exist | Allowed |
| **Active** | Instalments running | Allowed |
| **Cancelled** | Ended | No |
| **Completed** | Ended | No |

**Instalments are born with the enrolment**, not when it turns active. An
enrolment stuck at "Awaiting contract" already has its payment book built and can
already produce a charge.

![Enrolments list with the status column](/Apps/edupay/ajuda/matriculas-lista.png)
*The tag in the last column is the status. The filter at the top splits the list by it.*

## How you know it worked

> [certo]
> You open the enrolments list, look at the **Status** column and know, without
> clicking anything, who is waiting to sign, who is waiting to pay, and who is
> already studying.

## If something goes wrong

> [erro]
> **The enrolment is stuck at "Awaiting contract".** The student has not signed.
> Check **Contracts › Pending Signatures**.
>
> **The enrolment is active but the student paid nothing.** The status changes on
> the first recognised payment. If it was paid outside the system, someone has to
> record it.
>
> **You want to undo a cancellation.** You cannot. A cancelled enrolment stays in
> the history and a new one has to be created.


---

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