How to add and edit payment providers

Last updated: October 16, 2026

Payment providers are the accounts students pay into outside EdWallet (bank accounts, PayPal, payment portals). Manage them in Settings → Recruitment → Payment → Payment Providers: add a provider with its name, account name, account details, an optional payment link, and the offices it's available to. You can edit providers after creating them, turn them on or off, or delete them.

Payment providers are the accounts your students pay into when they don't pay through EdWallet — for example, a bank account, PayPal, or an external payment portal. When you pick a provider on a sale, its details appear on the sale PDF and in the student's view, so students know where to send the money.

Where to find them

Go to Settings → Recruitment → Payment. Your providers are listed under Payment Providers, with the provider name, account name, and office for each.

Add a payment provider

  1. Click Add Payment Provider.
  2. Fill in the provider's details (see the fields below).
  3. Save.

The fields are:

  • Provider Name
  • Account Name
  • Account Details — the bank details or payment instructions students need.
  • Proceed to pay call to action (optional) — a link to your external payment platform. If you add one, it's used in payment emails and in the Student Portal, so students can click straight through to pay.
  • Offices — the offices that can use this provider. Leave it empty to make the provider available to all offices.

Edit a payment provider

Click the pencil icon next to a provider to open Edit payment details. You can change any field, then click Save. A typo or a changed bank detail no longer means deleting the provider and starting over.

You can also jump to a provider's settings from a sale: when you pick a provider while setting up a payment plan, open Provider details and click Edit in Settings.

Turn off or delete a provider

  • Use the toggle to turn a provider off without deleting it.
  • Click the trash icon to delete it.

Using a provider on a sale

When you create a sale or set up its payment plan, choose the Payment Method and then the Payment provider. You can expand Provider details to check the provider name, account name, offices, and account details before you save.