Setting up payments, deposits, and billing display on EdCommerce

Covers EdCommerce payment configuration: connecting your EdCommerce account to EdWallet using your EdWallet API key to accept student payments, setting up deposit amounts (including the default deposit and provider-specific custom deposits), displaying or hiding your billing details so customers can generate an invoice, and adding first-payment information to programs so it appears in the search results.

Setting up payments

If you wish to start accepting student payments via your EdCommerce landing pages, you first need to connect your EdCommerce account with EdWallet.

If you don't yet have an EdWallet account, please get in touch with your account manager.

1. Go to your EdWallet account, select Settings > Integrations, and copy your EdCommerce API key.
2. Head over to your EdCommerce account, edit your page, navigate to the settings section, and select Integrations in the right-side menu.
3. Click the 3 dots icon next to EdWallet and select Edit Card.
4. Paste the API key you copied from EdWallet, and click Save.
5. Toggle the EdWallet switch to On, and you're all set.

Your EdCommerce account is now connected to EdWallet, ready to start collecting payments.

Setting up deposits

To organize your deposit amounts go to EdCommerce > Settings > Payments

How to create a deposit

Once in the payments section, click on the blue "New Payment" button and complete all fields in the pop-up window.

You'll need to enter:

• A name for your deposit
• The currency
• The value or amount
• An extra processing fee (optional)
• Notes (optional)

After completing these steps, click "Save".

Your new deposit will then be added to the main list.

Default Deposit

You will have one deposit set as "default", you'll easily identify it finding the red tag "default" next to it.

If you haven't customized a deposit for a specific provider, EdCommerce will automatically charge the default one.

Custom Deposits

On EdCommerce, you have the ability to assign different deposits from your list to specific providers. To do this, click on the three-dot icon next to the deposit name, select 'Assign Provider'.

\Please note, the default deposit cannot be assigned.*

Then switch the toggle on or off to assign or unassign education providers to the appropriate deposit.

If the options appear in grey, it means they have already been assigned to another fee.

Displaying or hiding billing details

In some cases, customers require an invoice for the program they've purchased for tax or expense tracking purposes.

If you'd like to enable this option, allowing your customers to generate an invoice with your billing details directly from EdCommerce, you can do so from the 'Bookings' section of your settings page.

Navigate to 'Settings' > 'EdCommerce' > 'Booking Form', and toggle 'Show Billing' on or off, depending on your preference.

Displaying initial payment information in search results

First, navigate to the 'providers' section: EdCommerce Settings > Providers

Then, put the mouse over the provider you'd like to edit, click on the 3 dots icon and click on "Edit card".

This will display a list of programs associated with that provider. To add the first payment information to one of them, click on the three-dot icon adjacent to the program you wish to edit, and select 'Edit Program'

Then scroll down until you spot the 'First Payment' field. Here, input the currency and the amount for the initial payment tag you wish to add.

Repeat this process for each program.

Please note, this 'first payment' tag is merely descriptive and is not connected to the actual first payment that the student will make should they book the program.