Split payments by item: how it works

Last updated: May 6, 2026

Split payments by item: assign specific quote items to each installment. Useful for tuition-then-accommodation, insurance-upfront patterns. Remaining must = $0. Show only first payment option available. NOT yet synced with EdWallet — students don't pay via EdWallet directly.

Assign specific items from the quote to each installment, controlling exactly which costs are paid when.

How to set up

  1. Select Split payments by item.
  2. Scroll to Payment Schedule.
  3. Select the number of payments.
  4. For each payment, click the amount and select which items belong to that installment.
  5. Add dates for each installment.
  6. Save.

Verification

The remaining amount at the bottom must show $0 before sharing the quote with the student.

When to use

  • Tuition paid first, accommodation paid later.
  • Insurance paid upfront, course fees paid in installments.
  • Custom workflows where each installment maps to specific quote items.

Show only first payment

Go back to the quote's main window and select Show only first payment to display only the first installment to the student, regardless of the configured payment plan.

Important

Payment plans are not yet synchronized with EdWallet technology — students will not pay these directly through EdWallet.


Source: https://help.edvisor.io/efa/split-by-item