# 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.

## What you will get

The payment slip for one installment is ready in seconds, from the menu on that
installment's own row. You use this path when a student asks for the charge
before the date the system would issue it on its own, or when you have just
created an enrollment and want to send the first charge now.

The system already issues slips automatically, a few days before each due date.
This article is about doing it by hand, right now.

## Before you start

Three things need to be in place. If any is missing, the button does not appear
or the system tells you on the spot.

- **The account that receives the school's money has to be connected.** That is
  the account the students' payments go to. Whoever administers the EduPay
  account takes care of this.
- **The installment has to be open or overdue.** An installment that is already
  paid or cancelled cannot be charged again, and the actions menu does not even
  show up on its row.
- **The installment has to be a payment slip one.** The payment method is chosen
  when the enrollment is created and applies to all of its installments. On a
  card or instant-transfer enrollment, the menu offers that method instead.

## Step by step

**1. Open the student's enrollment.** In the side menu go to **Contracts ›
Enrollments** and click the student's row. If the list is long, use the search.

**2. Scroll down to the installments panel.** It sits below the enrollment
details. Each row is one installment, with the amount, the due date and where it
currently stands.

**3. Click the three dots at the end of the installment's row.** They are in the
**ACTIONS** column, at the far right. A menu opens with what can be done to that
installment.

![Installments panel with the actions menu open on an open installment, showing Issue Boleto, 2nd Copy and Mark as Paid](/Apps/edupay/ajuda/parcelas-menu-emitir.png)
*The three dots are in the ACTIONS column. Notice that installments 1 and 3, already paid, have no menu — a paid installment is not charged again.*

**4. Click Issue Boleto.** There is no confirmation screen: the slip is
generated straight away. Check that it is the right installment before clicking.

## How to tell it worked

> [certo]
> The message **"Boleto issued successfully."** appears at the top of the
> screen, and the **CHARGE** column on that row stops showing a dash. In its
> place you get three things: the **Boleto** link, the barcode line, and the
> expiry date.

![Installments panel where installment 5 already shows the Boleto link, the barcode line and the expiry date in the CHARGE column](/Apps/edupay/ajuda/parcelas-situacoes.png)
*Installment 5 already has its slip. Notice that it still reads "Open" — it only turns to "Paid" once the money arrives.*

**One thing that tends to confuse people:** the **STATUS** column does not
change after you issue. The installment stays **Open**, because nobody has paid
yet — issuing a slip is not receiving the money. What changes is the **CHARGE**
column.

The student gets the slip by email and sees the same block in their own portal.
And when the payment comes in, the system settles it on its own: you do not need
to come back here to mark anything.

## If something goes wrong

> [erro]
> **The message `Gateway não configurado` appeared.** It means the account that
> receives the school's money has not been connected yet. Without it there is
> nowhere for the payment to go, and no slip can be generated. Ask whoever
> administers the EduPay account to connect it.
>
> **The three-dot menu does not appear on the row.** The installment is probably
> already paid or cancelled. Check the **STATUS** column: the menu only exists
> for **Open** and **Overdue** installments.
>
> **The menu appears, but there is no Issue Boleto.** Two possibilities. Either
> the slip for that installment was already issued — in which case the
> **CHARGE** column already shows the link. Or the enrollment does not use
> payment slips, and the menu is offering the method it does use.
>
> **The student says the email never arrived.** Check the email address on their
> record; a typo is the most common cause. Ask them to look in the spam folder.
> If it still has not arrived, copy the barcode line from the installment itself
> and send it over WhatsApp — the student can pay with it at any bank.

## What if I issued the wrong installment

It can be undone, but only by whoever administers the EduPay account: the same
three-dot menu shows **Cancel Charge** for installments that already have a
slip. As long as nobody has paid, the cancellation is immediate.

If the point is not to undo it but to change the amount or the date, the path is
**2nd Copy**, in the same menu — it issues a new slip with a new due date,
without erasing the installment's history.


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https://edupay.estudiosite.com/en/ajuda/day-to-day/issue-the-payment-slip-for-an-installment
2026-08-04