Requesting and collecting student payments

Last updated: October 22, 2026

How to request and collect student payments: set up EdWallet, create payment plans (split by total or by item), deposits to confirm proposals, automatic payment requests and reminders, student portal access; request payments from inside a Sale (manually add or request online) and via EdWallet direct payment links.

Collect student payments directly through Edvisor with payment plans that increase conversion.

Collecting student payments

Setting Up Payments

Payments are powered by EdWallet (TransferMate). Once enabled, you can collect payments from students in multiple currencies.

Payment Plans in Proposals

When building a proposal, add a payment plan to any option:

  • Split by total — divide the amount into installments with due dates
  • Split by item — assign specific costs to each installment (e.g., application fee first, tuition later)

Set a deposit amount that the student pays online to confirm their place. After the deposit is paid, the proposal automatically converts to a Sale.

Payment Plans in Sales

Sales have the full payment collection flow:

  • Automatic payment requests sent to students before each installment is due
  • Automatic reminders for unpaid installments
  • Students pay through a secure link via email or the Student Portal
  • You see all balances, due dates, and transaction status in one place

Configure default settings for when payment requests go out (e.g., 7 days before due date) and when reminders are sent.

Student Portal

Students can view their payment schedule, make payments, and track their status in the Student Portal. No need for back-and-forth emails.

Alternative Payment Methods

If you're not using EdWallet, you can add alternative payment instructions (bank details, payment links) that display to students in their Sales view. Set these up as payment providers — see How to add and edit payment providers.

Requesting payments through Edvisor (Sales section)

Request student payments from inside an Edvisor Sale, using EdWallet integration.

Prerequisite

EdWallet account must be connected to Edvisor.

Steps

  1. Open a Sale: Sales > [select sale] > Payments.
  2. Choose either:
  • Manually Add Payment (for cash, bank transfer outside EdWallet, etc).
  • Request an Online Payment (uses EdWallet for the link).

Manually add payment

For payments made outside EdWallet (cash, direct bank transfer, etc) that need to be tracked:

  1. Click Manually Add Payment.
  2. Enter amount: Balance Due (full) or Amount (partial).
  3. Enter currency. If different from school currency, enter exchange rate.
  4. Enter payment date and method.
  5. Click Add Payment.

System updates balance in both school and payment currencies.

Request an online payment

  1. Click Request Payment.
  2. Configure amount and details.
  3. Student receives an email and Student Portal notification with a payment link.
  4. Student pays via bank transfer, Visa, Mastercard, or AMEX.
  5. Funds credit to EdWallet account.

Multi-installment

Both options support full or installment payments. Each payment deducts from the total balance owed.

Where students see it

  • Email. Notification with Proceed to pay button.
  • Student Portal. Pending payments listed under Payments.

Requesting payments using EdWallet (direct payment links)

Generate a payment link directly from EdWallet (without going through Edvisor or EdCommerce).

Steps

  1. Log in to https://wallet.edvisor.io.
  2. Click Create in the top menu.
  3. Select Payment Request.
  4. Enter payment details:
  • Student language
  • Source
  • Student name, country, city, ID
  • Currency and amount
  1. EdWallet generates a payment link.
  2. Share the link with the student.

What the student sees

A hosted payment page with options to pay via:

  • Bank transfer
  • Visa or Mastercard credit card
  • Debit card

Student confirms contact details and submits payment.

Where the funds go

Directly into the EdWallet currency account, reflected in the corresponding balance.

Note on fees

Incoming payments have no fees for the agency or school. Students may incur fees depending on payment method and currency.