How to add a deposit to a quote

Last updated: May 6, 2026

Add deposit to quote: in option, scroll to Add deposit > select currency + Split payments by total + Deposit type Amount + enter value > save. Per option. Student clicks Request to Book > pays via EdWallet (bank/card). Funds credit directly to EdWallet.

Deposits let students pay a specific amount to confirm their booking. Funds transfer to the agency's EdWallet account.

How to add

  1. Open or create a quote.
  2. Scroll within a quote option and click Add deposit.
  3. Select payment currency.
  4. Choose Split payments by total.
  5. Under Deposit type, select Amount.
  6. Enter the deposit amount (any amount).
  7. Save.

Repeat per quote option if multiple options need deposits.

How students pay

  1. Student clicks Request to Book in the quote (visible only on options with deposits).
  2. Student sees the deposit details and a call to action.
  3. Student is directed to the EdWallet payment portal.
  4. Pays via bank transfer, credit, or debit card.

Where the funds go

Deposits credit directly to the agency's EdWallet account, ready for use anytime.


Source: https://help.edvisor.io/efa/quote-deposit