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How to get started with Perno Eduwallet

A step by step guide to getting started with Perno Eduwallet.

Perno Eduwallet lets you manage students and course participants, assign fees and accept payments. To get started, create an institution, then set up the academic year, groups and participant details. You can manage multiple institutions and schools from a single account.

How to get started with Perno Eduwallet

1. Create an institution

On the Dashboard home page in the Perno Eduwallet context, click the large Set up Perno Eduwallet button. You can also select Set up institution from the menu on the left.

The Institution settings form will open, where you can enter the details of the institution accepting payments.

2. Enter the institution details

In the Institution name field, enter the name of the school, institution or organisation providing the classes.

Also complete the remaining details:

  • Legal name – the entity’s full legal name.

  • Tax ID – the tax identification number, e.g. NIP in Poland.

  • Registration number – the registration number.

  • Court register number – the court register number, if applicable.

  • Email address – the institution’s email address.

  • Phone number – the telephone number.

  • Street, Building number, Apartment number, Postal code, City – the street, building and apartment numbers, postal code and city.

Fields marked with an asterisk are required. Complete the other fields as fully as possible — these details may be useful later, for example when generating documents.

3. Check the settings and save the form

In the lower part of the form, set:

  • Country – the institution’s country.

  • Currency – the currency used for payments.

  • Default language – the institution’s language.

  • Timezone – the appropriate time zone, e.g. Europe/Warsaw.

  • Annual interest percent – the percentage rate in line with the institution’s policies.

Optionally, add a logo using the Logo field and the Choose file button.

Pay particular attention to the currency and language — the screen shown has Euro (EUR) and English selected. Adjust these settings for your institution before saving the form.

Click Save to create the institution.

4. Add an academic year

After creating the institution, go to the Dashboard. You will find a guide to the next configuration steps there.

Start by adding an academic year. Specify the start and end dates of the period when classes take place, e.g. from 01.10.2026 to 31.08.2027.

Adjust the dates to match your school’s or organisation’s schedule.

5. Add classes or groups

Add the classes or groups to which participants will be assigned. These might be language groups, school classes or course groups.

Grouping participants makes it easier to organise them and assign the appropriate fees.

6. Add guardians if you provide classes for children

In the Guardians section, add the students’ parents or guardians.

If you only provide classes for adults, you can skip this step.

7. Add students or course participants

In the Students section, add the people enrolled in classes — school students, course attendees or adult participants.

Assign them to the appropriate classes or groups and, where applicable, link them to their guardians.

8. Set up a payment destination

In the Payment destination section, configure how you will accept payments.

Click Add, then select the Perno Orchestration payment type. This solution supports methods such as cards, BLIK and bank transfers, depending on the available payment configuration.

If you want to receive payments into different accounts, for example separately for tuition and extra classes, you can add more payment destinations.

9. Add fees and start accepting payments

In the Fees and payments section, create fees and assign them to the relevant participants.

You can add:

  • One-off fees – for example, for extra classes, a single lesson or a workshop.

  • Recurring fees – for example, monthly tuition or regular course fees.

Once you have configured the payment destination and assigned fees, participants can pay them and you can manage settlements in Perno Eduwallet.

Ready to put this knowledge into practice?

Create your Perno workspace and turn these instructions into a working process for your business.