How does payment work in Eduframe?

TABLE OF CONTENTS

• Which payments options are there? 
  • 1. Online Payment Provider
  • 2. On Invoice (Manual)
  • 3. Free
  • 4. TBD (To Be Determined)
• How do the payments methods work? 
• How could you send payment links?
• How could you track the payment?
• More information

Which payments options are there? 

Eduframe offers a variety of payment methods to provide flexibility for both your administration and your students. Here is a breakdown of how each option functions:

1. Online Payment Provider

This is the most automated way to collect payments. Eduframe integrates with providers like Mollie, Stripe, and Transact to handle transactions securely.

• How it works: During checkout, the student is redirected to a secure, hosted page provided by the payment service (e.g., to pay via Credit Card, PayPal, or iDEAL).

• The benefit: Once the payment is completed, Eduframe receives an automatic notification (webhook) and immediately updates the invoice status to "Paid." You never have to handle sensitive card data yourself.

• The Process: 

  • Registration completed 

  • Order created 

  • Draft invoice generated

  • Student redirected to the hosted payment page.

• Success: Once payment is confirmed, the invoice status automatically updates to Paid.
• Automation: You can configure Eduframe to automatically accept orders once a successful online payment is received (Setting payment options)
• Failures: If a payment fails or is not paid, the invoice remains as a "concept" and administrators can manually send a new payment request link via email.

2. On Invoice (Manual)

This option is ideal for B2B transactions or customers who prefer traditional bank transfers.

• How it works: Instead of paying immediately online, the student completes their enrollment and receives a digital invoice via email. They then arrange the payment through their own banking portal or accounting department.

• The benefit: It provides flexibility for corporate clients who require an invoice before they can release funds. An administrator manually marks the invoice as "Paid" in Eduframe once the funds are received in your bank account.

• The Process: 
  • Registration completed
  • Draft invoice generated
• Administration: The administrator is responsible for sending the invoice. You can send it directly through Eduframe or mark it as "Sent" if handled externally.
• Tracking: This method allows you to manually track the status of outstanding receivables.

3. Free

For courses, webinars, or events that do not have a cost, the "Free" option simplifies the checkout process.

• How it works: The payment step is essentially skipped. The student simply confirms their registration.

• The benefit: It removes friction for the user, allowing for instant enrollment without the need for a checkout flow.

• The Process: When these options are selected, the Payment section is hidden from the signup form.
• Outcome: No invoice is generated in Eduframe for these registrations

4. TBD (To Be Determined)

This is a "placeholder" status used when the final payment details or methods aren't finalized at the moment of enrollment.

• How it works: It allows a student to register for a course while the final cost or billing method is still being calculated or approved (for example, in the case of custom quotes or internal company approvals).

• The benefit: It ensures the student's spot is reserved in the system while the administrative or financial details are ironed out later.

• The Process: When these options are selected, the Payment section is hidden from the signup form.
• Outcome: No invoice is generated in Eduframe for these registrations.

How do the payments methods work? 

Eduframe offers a flexible financial workflow designed to automate enrollment while giving administrators full control over invoicing and payment tracking. 

You can define how the total amount is split and billed to the customer.

• Amount at Once
  The simplest method where the total amount is billed on a single invoice.
  
  
• Installments (Payment in Terms)
  Used for splitting the total cost into multiple payments over time.
  • Invoicing: Eduframe creates a separate invoice for each installment.
    Note that only the first invoice can be paid via the initial online payment flow. Subsequent installment invoices must be sent and managed manually by the administrator.
    
    
• Down Payments
  A specific type of split payment based on a percentage of the total.
  You have two ways to configure this:
  • Single Invoice: One invoice is created. The down payment details only become visible on the document after it has been paid. If unpaid, the down payment information remains hidden.
  • Two Invoices: The system splits the total and generates two separate invoices immediately.
    Note that only the first invoice can be paid via the initial online payment flow. The second invoice must be sent and managed manually by the administrator.

How could you send payment links?

There are two primary ways to provide a student with a link to pay:

• Via Sign-up: The link is presented immediately after the student completes the registration form.
• Via Invoices: An administrator can generate and send a payment link directly from the specific invoice record within the Eduframe dashboard.

How could you track the payment?

To maintain a clear audit trail, you can always verify the chosen payment flow and billing method directly on the Order page. This ensures that support and finance teams can see exactly how a student intended to pay and what steps remain.

More information

Click here for other Articles around the Settings page in Eduframe

Click here if you have any questions for support.