Features

Payments and invoicing: what each student owes, and the invoices to match

See what each student has paid and still owes, and send invoices and receipts straight from EduCRM.

What it is

In short

A record of the money for each student. You write down every payment: how much, how it was paid and when. EduCRM shows what is still owed and by when. When you need an invoice or a receipt, EduCRM makes the PDF with your logo and emails it to the parent.

How it works

Step 01
Enter your details once
Company name, logo, phone, email, counsellor name and title, payment details and default language. They go on every document.

Step 02
Record a payment
Amount, currency, method, type, status and date, on the student's page.

Step 03
Create an invoice or a receipt
Add the lines, any discount and the total. EduCRM numbers it for you.

Step 04
Send it
It goes as a PDF to the parent's email on the student's page.

What you can do with it

Know who owes you money before the meeting, not at the end of the month.
Record a part-payment: enter the total owed and the date the rest is due, and the balance is tracked with its date.
Send each document in the language the family reads, chosen per document.
See pending and recent payments on the dashboard, with a revenue chart.

Payments

Each payment is marked pending, completed or refunded, and has a type: consultation fee, application package, hourly work or other. You choose the payment methods. Cash, card and bank transfer are ready-made.

Invoices and receipts

They are two separate kinds of document with separate numbering, because the tax office does not treat them as the same thing.

Numbered in order, with your own prefix. One series for all students or one per student, and you can change a number by hand.
Lines, discounts and a total, with the amount paid tracked against it.
Draft, sent or paid, shown on every document.
PDFs with a font that shows Greek correctly, kept so you can send them again.

Creating an invoice can create the matching payment, and the two stay linked, so your invoices and your payments never disagree.

What it does not do

EduCRM is not accounting software and files nothing with the tax office. It does not work out commission owed to you by universities or partners. Keep your accountant; Premium includes data export to get the records out.

You pay for EduCRM itself through Stripe. That is separate from the invoices you send to students. The companies that process data for us are listed on the security page.

See an invoice being made

The demo is the real software with sample students and payments.

Try the demo Student management

Student ManagementOne page per student with everything about them: details, parents, meetings, applications, documents and payments.

Education AgenciesOne shared student database, a caseload per counsellor, and the whole agency's pipeline in one view.

Application TrackingEvery university application with its stage and deadline, so you always know how far it has got.

CRM Buyer's GuideFeatures that matter, questions to ask vendors, and a checklist for comparing systems.

Frequently asked questions

Can EduCRM issue both invoices and receipts?

Yes, as two separate kinds of document with separate numbering. Each becomes a PDF you can email from EduCRM.

Does EduCRM handle part-payments?

Yes. A payment can record the total owed and the date the rest is due, so the balance is tracked with a date rather than remembered.

Can I invoice a parent rather than the student?

Yes. Invoices carry the parent's name and email alongside the student's, and go to the parent's email address.

Does EduCRM replace accounting software?

No. It tracks what you invoiced, what was paid and what is still owed, and makes the documents. It does not do bookkeeping, tax returns or commission. Data export is included on Premium.