What you will get
A way off the blank form. Find below the condition closest to what your school practises and copy the numbers.
This is the list you are about to build. Each row is a payment condition, and each name already summarises what it does.
1 · The full-year monthly plan
The most common condition: an entry payment and twelve monthly instalments.
| Field | Value |
|---|---|
| Name | 12× monthly — bank slip |
| Enrollment fee | The entry amount |
| Accepted methods | Bank slip |
| Number of instalments | 12 |
| Due day | 10 |
Remember: the fee is charged on top, falling due on the enrolment date. The course value typed on the enrolment should cover only the monthly instalments.
2 · Outright by PIX
For schools nudging people towards immediate payment.
| Field | Value |
|---|---|
| Name | Outright — PIX |
| Enrollment fee | Blank |
| Accepted methods | PIX |
| Number of instalments | 1 |
| Due day | 5 |
The outright-payment discount is applied on the enrolment, by typing the already-reduced amount. The plan's discount fields are not applied to charges.
3 · Card for a quick sale
Lower-value course, decision on the spot.
| Field | Value |
|---|---|
| Name | Card up to 10× |
| Accepted methods | Credit card |
| Max instalments | 10 |
| Interest-free installments | 6 |
| Retry days | Blank |
Produces one charge for the full amount; the splitting happens on the student's bill.
4 · The buyer chooses
One plan, three methods — useful on a sales page.
| Field | Value |
|---|---|
| Name | Buyer's choice — all three |
| Enrollment fee | The entry amount |
| Bank slip | 6 instalments, day 15 |
| PIX | 6 instalments, day 15 |
| Card | Max 12 |
Each method keeps its own numbers. Nothing forces the bank slip and PIX to have the same instalment count.
5 · Bigger entry, remainder split
When the school wants cash up front.
| Field | Value |
|---|---|
| Name | Entry + 6× — bank slip |
| Enrollment fee | The entry amount, larger than usual |
| Accepted methods | Bank slip |
| Number of instalments | 6 |
| Due day | 10 |
Setup 1 with the proportions flipped: the fee plays the part of the entry payment, and the monthly instalments come out smaller.
Three decisions that apply to all of them
How many plans to create? One per condition the school actually practises. If you go past five or six, you are probably trying to solve in the plan something that belongs on the enrolment.
Which due day? Whichever most families prefer, usually just after the common payday. Need two? That is two plans.
How to name them? Condition + method + year, when there is an annual increase. 12× monthly — bank slip 2027 explains itself two years from now.
How you know it worked
Make a test enrolment with the new plan and read the instalment panel as if you were the family: the count, the amounts and the dates match what was agreed at the sale. Then cancel the test enrolment.
If something goes wrong
None of the five looks like your school. Start from the closest one and adjust. The pieces are always the same: fee, methods, count and day.
You want a "1 to 12 instalments" plan. There is no such thing: each plan has one fixed number. To offer a choice, create one plan per count and leave the choice to the enrolment.
The instalments do not add up to the agreed amount. That is the rounding to cents. Picking a count that divides the value evenly settles it.
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