The enrolment screen explained

For whom:
Finance
Time:
4 min

What you will get

The ability to read the system's most consulted screen without hesitating. You reach it through Ver on the enrolments list.

Enrolment screen with the header, the details panel and the start of the payment book Three blocks: the header with the status and the buttons, the MATRÍCULA panel with the details, and the PARCELAS table with the payment book.

The header

On the left, the enrolment number, the status tag and the student's name. On the right, the buttons — and they change with the case:

Button When it appears
Re-sync Moodle Whenever the class environment integration is active
Cancel enrollment While the enrolment is neither cancelled nor completed, and only for whoever administers the account
Back Always

When the enrolment has a contract, buttons to download the document, regenerate it and — once signed — issue the acceptance receipt appear too.

The details panel

Field What it is
Student The name, clickable, leading to their record
Product The offering or trail sold
Payment method Bank slip, PIX or card
Total value The course amount, without the fee
Enrollment fee Only appears when there is one
Cohort Only appears when one was picked
Enrolment date Day and time it was created
Moodle sync The state of the send to the class environment
Notes Only appears when someone wrote something

The financial plan is not here. It is the detail this screen most lacks: once sold, there is no way to tell from the interface which condition the enrolment was closed under. That is why the year belongs in the plan's name.

The instalments table

Seven columns:

Column What it carries
# The instalment number. The enrolment fee shows a dash
Type Regular, Enrollment fee or Termination penalty
Total value That instalment's amount
Due date The date
Status Open, Overdue, Paid, Cancelled, Outstanding debt
Charge The slip or PIX code, once issued. A dash means not yet
Actions The three-dot menu, with what can be done to that instalment

Two details live under the status: the date the instalment was paid and, when it applies, the manual-record mark — meaning the settlement was made by hand, without the money passing through the system.

How you know it worked

You can answer three questions at a glance: where the enrolment stands (the tag at the top), how much has been paid (the status column) and what has already been sent to the student (the charge column).

If something goes wrong

The Cancel enrollment button is missing. Either the enrolment is already cancelled or completed, or you are on the team — cancelling belongs to the account owner.

The charge column is all dashes. No charge has been issued yet. Normal on a new enrolment.

Moodle sync says "Not configured". The enrolment did not reach the class environment. The article on re-syncing, next door, has the diagnosis.

You want to know which plan the enrolment used. The screen does not show it. That is a known limitation.

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