Default Payment Plans: introduction and benefits

Default Payment Plans: Settings > Company > Payment > Default Payment Plans. Reusable templates that auto-apply on quotes. Benefits: save time, consistency, scale, segment customization. Admin-level control of payment logic.

Default Payment Plans are reusable templates that auto-apply to quotes based on predefined rules.

Where to access

Settings > Company > Payment > Default Payment Plans.

Key benefits

• Save time. No repetitive manual data entry. Agents rely on pre-configured plans.
• Consistency. Every student receives a standardized, professional quote that aligns with agency and partner institution policies.
• Scale. Move payment logic from individual agents to centralized admin settings.
• Customization per segment. Different templates for different student segments (language, juniors, higher education) or per institution.

What can be configured

• Template name (descriptive labels for easy identification).
• Deposit / first payment configuration.
• Number and timing of installments.
• Per-school or per-institution rules.

Who should use this

Admin users responsible for sales operations and quote standardization across the agency. Templates eliminate ad-hoc payment logic during the sales process.

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Source: https://help.edvisor.io/efa/default-payment-plans-intro