# Step 4 — The school's billing rules

> How many days ahead the slip goes out, when a delay becomes arrears, and which payment method comes pre-selected.

## What you will get

The three rules the whole school will follow when charging. They are the only
numbers in the wizard you will want to revisit after a few months of use.

![Step 4 of the wizard, with the days-before-due-date, days-after-due-date and default payment method fields](/Apps/edupay/ajuda/assistente-passo-4.png)
*Three fields, three independent decisions. All adjustable later under Settings.*

## The three fields

### Days before due date (issue invoice)

How many days ahead the overnight routine generates the charge and sends it to
the student.

- **Few days** (2 or 3) keep the slip fresh in the hands of someone who forgets
  easily.
- **Many days** (7 or 10) give room to whoever has to ask someone else for the
  money first — common when the person studying is not the person paying.

### Days after due date (overdue)

How many days of delay the school tolerates before treating it as arrears.

**Watch out for a common confusion:** this number does **not** decide when the
installment shows as **Overdue** on screen. That always happens the day after the
due date, with no grace period. What this field controls is the next step up —
among other things, when the student loses access to the class environment, if
your school uses that integration.

### Default payment method

Which payment method comes pre-selected when you create a new enrollment. The
options are **Stripe (card)**, **Bank slip** and **PIX**.

It is only a suggestion: on each enrollment you can pick another. Put the method
most of your students use here, so you type less.

## How to tell it worked

> [certo]
> The ruler marks **Billing** with a green mark and the wizard moves on to the
> last step. The same three fields live afterwards under **Settings**, on the
> billing tab.

## If something goes wrong

> [erro]
> **I do not know what numbers to put.** Start with what is suggested and adjust
> after two or three months, once you know how your students actually pay. None
> of these numbers is final.
>
> **I changed the lead time and nothing happened.** The change applies to future
> issuing. Anyone who already has a slip does not get another.
>
> **I chose card as the default but want a slip for this student.** The method is
> chosen on each enrollment; the default only fills the field in for you.


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https://edupay.estudiosite.com/en/ajuda/getting-started/step-4-billing-settings
2026-08-05