Incoming Payments: How to manage your payments with EdWallet

Learn how to locate and effectively manage all your requested and incoming payments with EdWallet.

EdWallet offers a comprehensive view of all your incoming payments, including those generated via EdCommerce, Quotes, Student Portal, or the Agency Portal, ensuring you can easily monitor both requested and received payments through a single platform.

Where to find your incoming payments

🔹 On your EdWallet dashboard, select "Student Payments" from the left-side menu to explore your payment activities.

You'll find 2 options:

  • Incoming Payments: This tab displays a list of all payments successfully received in your wallet account. Each payment is promptly listed once the funds are deposited into your wallet, providing real-time tracking.
  • Payment Requests: Here, you'll find all the payments you've initiated. Use the tabs at the top to filter these requests by status: Sent, Authorized, In Transit or Expired 
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This simpler approach to handling payments makes overseeing your finances easier and boosts your efficiency. 

How to manage your incoming payments

To delve deeper into the details of each listed payment, simply click on the three dots icon next to the payment entry.

  • Incoming Payments:
    • Show details: Here, you can access detailed information about the payment, such as student information, historical payment activity, and an overview of both payment and order.
  • Payment Requests:
    • Open the payment link: Useful if you need to resend it to the student.
    • Review all the payment details: Provides a comprehensive overview of the payment activity, including student details and specific payment information.
    • Cancel the payment request: Opt for this if you wish to deactivate the payment link.

Understanding the Payment Status

To help you track the progress of your payments, we've outlined the various statuses you may encounter. Each status provides insight into where your payment currently stands in the process.

  • Incoming Payments
    • Received: We have received the money into our Transfermate-Edvisor account.
    • Credited: The user has credited the money, and it has been sent to the currency account.
  • Payment Requests
    • Open: A payment link has been created, but the student has not paid yet.
    • Authorized: The payment has been authorized. The student has made the payment, and we have received confirmation.
    • In Transit: The money has not yet arrived in our accounts, but we are processing the payment.
    • Expired: The payment link has expired.