What you will get
A quick reference. It is not meant to be read end to end — it is meant to be come back to when a word on screen does not make sense.
The registration pieces
Student — the person. A record with tax ID, address and contact details. Tax ID and address are the bank's requirement for issuing a payment slip, not EduPay's.
Cohort — the group the student studies in, with start and end dates. The same course can have several.
Academic offering — what the school sells: a course, a year, a module.
Learning trail — several offerings sold as a single package, like a full programme. If you do not sell that way, you can ignore it.
The money pieces
Financial plan — the price table. Amount, number of installments, due day, accepted payment methods, late fee and interest. You build it once and reuse it.
Enrollment fee — an amount charged once, up front. It becomes a separate installment, due on the day of the enrollment.
Installment — each charge born from an enrollment. It has an amount, a due day and a status.
Charge — the payment slip, the transfer code or the card link generated for an installment. An installment can exist with no charge issued.
2nd copy — a new slip for the same installment, with a new due date. It does not create a new installment.
Settlement — the act of recording that an installment was paid. Automatic when the money comes in through the system; manual when you record it by hand.
Manual record — the mark that appears on installments settled by hand. It exists so that whoever reconciles the books later knows that money did not go through the system.
The contract pieces
Contract template — the text written once, with gaps the system fills in on each enrollment.
Enrollment — what ties it all together: this student, on this course, with this price table. Installments are born from it.
Pending signature — an enrollment with a contract generated and not yet signed. While it is pending, the enrollment does not move.
The arrears words
Overdue — an installment past its due date without payment. It happens the next day, with no grace period.
Arrears — the step beyond a delay, with a threshold set by the school. It is what can take away the student's access to the class environment.
Termination penalty — an amount charged to someone who drops out mid-course, when the contract provides for it.
Outstanding debt — what is left over from a cancelled enrollment. The student still owes, but no longer studies.
Debt protest — the last step of collection, through a registry office, for old debts.
The access words
School owner — whoever administers the EduPay account. Does everything, including settings and the plan.
Team — the people the owner registers. They do the day-to-day work, but do not touch settings, the plan or reconciliation.
Student Portal — the page where students log in to see contracts, slips and installments. It has its own address, chosen by the school.
How to tell it worked
You do not have to memorise any of this. The glossary has done its job if, next time an unfamiliar word appears on a screen, you know this is where it is explained.
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