- How to use this Help Center Find your answer through search or the six topic groups, and understand what each notice on an article means. 2 min
- What EduPay is and how it organises your school The path that connects a course to a charge, and the name the system gives each piece of that path. 5 min
- Your first login: what to do in the first 30 minutes The first-day route — recognise the menu, finish the wizard, and leave the school ready for its first enrollment. 6 min Account owner only
- The initial setup wizard: the five steps An overview of what the wizard asks, what can be left for later, and what breaks if you skip it. 4 min Account owner only
- Step 1 — Institution details Name, country, currency and timezone — the four decisions that apply to everything that comes after. 3 min Account owner only
- Step 2 — The Student Portal address Choosing the address where your students log in to see contracts and charges — and why it is hard to change later. 3 min Account owner only
- Step 3 — Connecting the account that receives the money The one step that can block the whole school if skipped, and what happens if you choose to set it up later. 4 min Account owner only
- Step 4 — The school's billing rules How many days ahead the slip goes out, when a delay becomes arrears, and which payment method comes pre-selected. 4 min Account owner only
- Step 5 — The first contract template The last step of the wizard, the only one that can be skipped without cost — and what you give up by skipping it. 3 min Account owner only
- Twelve checks before your first real enrollment The final round before enrolling a paying student, so you do not find a problem with the family standing in front of you. 6 min Account owner only
- Glossary: the words you will come across What each term in the system means, grouped by subject, to look up whenever an unfamiliar name appears. 5 min
- Menu map: where everything lives The left-hand menu, group by group, with what to expect from each screen. 4 min
- Reopening the setup wizard after finishing it How to go back to the wizard to review what was decided at the start, and what changes when it is reopened. 2 min Account owner only
- The five Settings tabs and when to touch each one The map of the screen that defines almost everything else — and the right order to fill it in. 4 min Account owner only
- General tab — your school's identity Name, tax ID, logo and enrolment prefix — and where each one turns up later. 5 min Account owner only
- Country, timezone and currency — why they matter for billing Three fields that look like paperwork and decide when the routines run and which currency symbol appears everywhere. 4 min Account owner only
- Student Portal tab — address, login and what is required The decisions that must be settled before you enrol the first student, because they change the form and the access. 6 min Account owner only
- Billing tab — issuing lead time and the overdue field Two numbers the daily routines use — and one of them does not do what its name says. 4 min Account owner only
- What a financial plan is, and why it sits outside the course The piece that decides how much the student pays and how, and why it serves several courses at once. 4 min Account owner only
- Create your first financial plan From the button to a saved plan, with the minimum needed to start enrolling people. 4 min Account owner only
- The enrollment fee: how it works and when it is charged The entry amount, where it turns up later, and why it stays out of the monthly instalment maths. 3 min Account owner only
- Charging by bank slip: instalments and due day The two fields that build the student's payment book, and how the system picks the first due date. 4 min Account owner only
- Charging by PIX PIX uses the same fields as the bank slip, and the difference only shows in what the student receives. 2 min Account owner only
- Charging by credit card Why the card produces a single charge, and what the instalment fields actually do. 4 min Account owner only
- Deactivating or replacing a plan already in use What happens to old enrolments when you touch a plan, and how to raise prices without breaking anything. 3 min Account owner only
- Five pricing setups ready to copy The payment conditions schools use most, already translated into the financial plan's fields. 5 min Account owner only
- How contract templates work One text written once, with blanks the system fills at every enrolment — and a frozen copy for each student. 4 min Account owner only
- Create and edit a contract template From the button to a saved template, with the short route for schools that already have the contract elsewhere. 4 min Account owner only
- Every contract variable, and what each one prints The 37 blanks the system fills, grouped as they are on the form, with each one's exact output. 6 min Account owner only
- Formatting mistakes that only show up in the real contract Why the preview shows one text and the student's contract shows another, and the fix the default template needs. 5 min Account owner only
- Check the template before using it on a real enrolment The preview with sample data, what yellow and red mean, and what only a test enrolment reveals. 3 min Account owner only
- The institution's signature on the contract How to put the school's signature on the document, and what shows up when it is not configured. 3 min Account owner only
- Editing a template already in use: what changes on existing contracts The frozen copy, why it is good news, and the only way to rebuild a document. 3 min Account owner only
- Deleting a contract template safely The difference between taking one out of circulation and erasing it, and why the answer is almost always to deactivate. 2 min Account owner only
- What the default template already covers, and what usually goes missing A guided read of the default template's clauses, so you know what to review before adopting it. 5 min Account owner only
