How to create a Sale on Edvisor
Last updated: May 6, 2026
Create Sale: open quote > New Sale > select option + name + currency. Opens Sale profile. Optionally mark quote option as interested via heart icon or 3-dots > Mark as interested. Sales sync with Student Portal.
A Sale is created from a quote after the student accepts an option.
Steps
- Open the quote.
- Click New Sale at the top.
- Select the program option chosen by the student.
- Enter a name/title for the Sale and select a currency.
This opens the Sale profile.
Optional: Mark interested first
A student can indicate interest in a quote option by clicking the heart icon. The selected option is highlighted in green. Alternatively, click the 3-dots icon > Mark as interested manually.
This isn't required, but flagging interest tags the course for easier identification when creating the Sale.
What happens next
The Sale profile becomes accessible from the Sales section, where the agency can:
- Share documents with the student.
- Request and track payments.
Sales are 100% in sync with the Student Portal.