# Create your first financial plan

> From the button to a saved plan, with the minimum needed to start enrolling people.

## What you will get

A plan ready to be picked on an enrolment. The path is **Contracts › Financial
Plans** and the **New Financial Plan** button.

Two things are required: the **Name** and **at least one payment method**. The
rest of the form only appears as you tick the methods.

## Step by step

![Financial plan form with name, enrolment fee and the bank-slip block open](/Apps/edupay/ajuda/plano-formulario.png)
*The instalment and due-day fields only appear once you tick the payment method. The two at the bottom — **Juros por atraso** and **Multa por atraso**, late interest and late fee — are out of this article; the reason is at the end.*

**1. Give it a name that describes the condition, not the course.** The plan gets
reused, so *12× monthly — bank slip* ages well; *Secondary school plan* does not.

**2. Fill in the Enrollment fee** if your school charges one. It is a separate
amount, charged once at the start — the article next door explains how it shows
up later.

Leave it blank if there is none.

**3. Tick the accepted payment methods.** Each one you tick opens its own fields
just below:

| Method | What it opens |
|---|---|
| **Bank slip** | Number of instalments, due day, late interest, late fee |
| **PIX** | The same four fields |
| **Credit card** | Max instalments, interest-free instalments, retry days |

You can tick more than one. Tick all three and the buyer chooses at purchase.

**4. Leave the Status as Active** and click **Create**.

## What to do with the Discount block

**Leave it on No discount.** The discount fields exist on the form, but **what
you store there is not applied to any charge** — I checked by creating a plan
with a 10% discount and enrolling a student: the instalments came out at full
price.

Until that changes, discounts are applied on the enrolment, by typing the
already-reduced amount into the value field.

## The two late fields

**Late interest rate** and **Late fee** are deliberately out of this article. The
calculation they feed does not match what the screen's own labels promise, and
the matter is under review.

Until it is settled: leave both blank and, when you issue a second copy,
**check the proposed amount against your contract's rule before saving**.

## How you know it worked

> [certo]
> The green banner says **Financial plan created successfully.** and the plan
> joins the list, with the middle columns summarising what it accepts — *12x dia
> 10* under **Boleto**, for example.

## If something goes wrong

> [erro]
> **The message says "Select at least one payment method."** None of the three
> boxes was ticked. A plan with no payment method would have no way to charge.
>
> **You unticked a method and its fields vanished.** They are erased along with
> it. Tick it again and the fields come back blank.
>
> **The due day will not take 32.** The field runs from 1 to 31.
>
> **You cannot see the create button.** Financial plans belong to whoever
> administers the account.


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https://edupay.estudiosite.com/en/ajuda/getting-started/create-your-first-plan
2026-08-05