Understanding Sales on Edvisor

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

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.