# 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.

## 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

> [certo]
> 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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https://edupay.estudiosite.com/en/ajuda/getting-started/glossary
2026-08-05