How to request payments through Edvisor (Sales section)

Last updated: May 6, 2026

Request student payments from inside an Edvisor Sale: Sales > Payments. Two options: Manually Add Payment (track external payments) or Request an Online Payment (EdWallet link). Supports full or installment payments. Students get email + Student Portal notification.

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 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.

Source: https://help.edvisor.io/edwallet/request-payments-edvisor