Payments and automated billing for schools and education activities

EDUWALLET · FEE PLANS AND SCHEDULES

Billing schedules for courses that start at different times

Semester courses and individual lessons need not share a billing cycle. Set up recurring fees for learners and groups in Eduwallet, rather than preparing each month's charges manually.

Each course has its own rhythm

Language schools launch new groups throughout the year, with courses of different durations. Manual billing leaves staff tracking a long calendar of different dates.

Set amounts, validity periods and generation schedules in fee plans. Once learners are assigned, Eduwallet generates the charges and staff handle adjustments when needed.

What changes day to day?

Plans for different course formats

Fee plans hold the amount and schedule used to generate recurring receivables.

Charges generated on the right date

Different course groups can use plans suited to their agreed fees instead of one rule for everyone.

Individual lesson arrangements

Individual amounts can be recorded in participant assignments, without maintaining separate manual lists.

Less repetitive data entry

When circumstances change, such as a learner with a personal payment plan, staff update the arrangement and check future charges.

Where this matters most

An October English course

Language schools launch new groups throughout the year, with courses of different durations. An October English course is a practical moment to keep the payment record clear.

A new group opening in January

Set amounts, validity periods and generation schedules in fee plans. For a new group opening in january, staff can work from the relevant charge instead of several lists.

A learner with a personal payment plan

A learner with a personal payment plan needs a clear payment purpose. Keep it distinct from other receivables so it is easier to reconcile.

From charge to settlement

  1. Define a fee plan and amount

    Create a fee plan for an october english course.

  2. Choose the validity and billing date

    Choose its validity period and generation date for course groups.

  3. Assign learners or participants

    Assign the relevant learners and review individual rate exceptions.

  4. Review generated charges

    Check the charges generated and adjust future terms as arrangements change.

Common questions

Can charges be created every month?

Yes. Recurring fee plans define a generation schedule and validity period. This also applies to an october english course.

Does every student need the same amount?

No. Different plans and individual rates are possible, such as a new group opening in january. Consider how this works for a new group opening in january.

Does billing automatically depend on attendance?

Do not assume that. The workflow described uses configured plans and assignments, not automatic attendance-based pricing. Check the available setup for a learner with a personal payment plan.

What happens when rates change?

Update the plan or assignment according to your rules; for a learner with a personal payment plan, check when new terms take effect. A useful example to start with is a learner with a personal payment plan.

Offer more courses without multiplying billing work.

Set amounts, validity periods and generation schedules in fee plans. Once learners are assigned, Eduwallet generates the charges and staff handle adjustments when needed.

INSIGHTS & PRACTICE

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