Understanding Sales on Edvisor
Last updated: October 27, 2026
Explains what a Sale is and how to work in the Sales section. A Sale manages trip execution after a student decides to buy — trip overview, files, payments, and Student Portal sync — and can be created from an accepted proposal or from scratch. Covers accessing the Sales section, the status tabs, search/filters/export, the list columns and payment/file statuses, and how to open, preview, or delete a sale.
Sales are where a student's purchase gets executed. Once a student is ready to buy, the Sales section manages trip preparation — their purchases, documents, and payments — and stays in sync with the Student Portal.
What a Sale is
A Sale bridges the gap between a student deciding to proceed and the start of their trip. Each Sale gives you:
Trip overview. A detailed view of the student's purchases (accommodation, courses, fees, services).
Files. Upload, share, and receive the documents needed for program and visa applications.
Payments. Request, receive, and track payments from the student.
Student Portal sync. Everything stays in sync with the Student Portal for collaboration.
You can create a Sale from an accepted proposal, or start one from scratch for a student who doesn't have a proposal.
Access the Sales section
Click Sales in the left side menu.
Find and filter sales
Tabs at the top filter the list by status: All, Overdue, No Payment, Partially Paid, Paid, Overpaid, and Cancelled. You can also search by Sales ID, student name, email, or provider name, apply Filters, and Export the list.
Columns
Column | What it shows |
|---|---|
Sales ID | Unique Edvisor identifier. If you use custom sale references, your reference also shows here. |
Student | Name and email |
Providers | Educational provider(s) involved |
Assigned to | Team member who owns the sale |
Payment Status | No Payment, Partially Paid, Paid, Overpaid, Overdue, or Cancelled |
Total | Sale total, with the outstanding balance shown below it |
File Status | No requests, Pending, or completed |
Created Date | When the Sale was created |
Payment statuses
No Payment. No payments made.
Partially Paid. Some payments made, others pending.
Paid. Fully paid.
Overpaid. More than the total has been paid.
Overdue. A payment is past its due date.
Cancelled. The sale has been cancelled.
File statuses
No requests. Zero file requests.
Pending. Some files requested, the student hasn't uploaded yet.
Open, preview, and delete
Open a Sale. Click a Sale in the list to open the Sale profile directly.
Quick preview. Hover over a row and click the preview (eye) icon to take a look without leaving the list.
Delete a Sale. Check the checkbox next to the Sale and click Delete.