# Five pricing setups ready to copy

> The payment conditions schools use most, already translated into the financial plan's fields.

## What you will get

A way off the blank form. Find below the condition closest to what your school
practises and copy the numbers.

![Financial plans list with five different setups](/Apps/edupay/ajuda/planos-lista.png)
*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

> [certo]
> 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

> [erro]
> **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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https://edupay.estudiosite.com/en/ajuda/getting-started/five-pricing-setups
2026-08-05