Perno Eduwallet lets you monitor charges and payments, record payments received outside the system and analyse settlements in reports. You can also export data to CSV and import larger datasets using ready-made templates.
How to monitor payments, import data and use reports in Perno Eduwallet
1. Check the Dashboard summary
Open the Dashboard in the Perno Eduwallet context. If you manage several institutions, make sure the correct one is selected. To switch institutions, click Change institution.
On the home page, you will find:
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Charges to pay – the amount due for payment.
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Collected – the amount collected.
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Overdue charges – the number of overdue charges.
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Payments over time – billed and collected amounts over the last six months.
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Charge status – an overview of charge statuses.
2. Search for charges and filter the list
In the menu on the left, select Finance → Charges and payments.
To find a specific charge:
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Enter the student’s details or the charge name in the Search student or charge field.
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Select a status from the All statuses list, or leave this option selected to include all statuses.
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Click Filter.
The list contains the following columns:
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Charge – the charge name.
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Student – the student or participant the charge applies to.
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Due – the payment due date.
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Outstanding – the remaining amount to pay.
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Status – the current charge status.
The message No charges found means that no charges match the selected criteria or that no charges have been added yet.
3. Review charge details
Open a charge to review:
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The original charge amount.
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The amount already paid.
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The remaining amount.
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Online payments and manually recorded payments.
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The current payment status.
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The reminder schedule and history.
This view shows whether the charge has been paid in full, paid partially or is still awaiting payment.
4. Add a payment received outside Perno
If you receive money outside Perno, for example in cash or by a traditional bank transfer, record the payment against the relevant charge.
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Open the charge details.
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Select Add manual payment.
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Enter the payment details, including the amount actually received.
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Save the payment.
A partial payment reduces the remaining balance. Once the full amount has been recorded, the charge is marked as paid.
5. Cancel a charge if necessary
Open the relevant charge and select the cancellation option. Perno will ask you to confirm the action.
After confirmation, the assigned payer will be notified of the cancellation by email and an in-app notification.
6. Add a new one-time charge
To create another charge, go to Finance → Charges and payments and click + New charge.
In the Create one-time charge form, complete:
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Title – the charge title.
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Description – an additional description.
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Class or group – the class or group, if the charge should apply to all students currently assigned to it.
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Students – the students the charge should apply to.
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Due date – the payment due date.
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Amount – the amount in the selected currency, using two decimal places, e.g. 125.50.
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Payment destinations – at least one payment option available to students or guardians.
If needed, select Optional fee or Exempt from interest.
In the Payment reminder schedule field, you can select a reminder schedule. Leave it empty to use the institution’s default schedule.
If the message Add a payment destination before creating a payment appears, first click Add payment destination and configure a payment destination. This is required for one-time and recurring charges.
Once the form is complete, click Save.
7. Open finance reports
In the menu, select Finance → Reports.
On the Finance reports page, you will find:
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Billed – the total amount billed.
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Paid – the total amount of recorded payments.
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Outstanding – the remaining amount to pay.
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Pipeline by status – a breakdown of charges by status.
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Recent payments – the latest payments.
Amounts are shown in the institution’s currency. The message No payments means there are no payments to display in the recent payments section.
To download the report data, click Export CSV in the top-right corner.
8. Prepare and start a data import
To enter a larger dataset, select Administration → Imports.
Click + Import CSV, then:
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Download the CSV template for the type of data you want to import.
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Fill it in following the template’s column layout and requirements.
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Save the completed file in CSV format.
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Select the file in the import form and queue the import.
Imports are processed in the background. Once the import is queued, you do not need to keep the browser open.
9. Check the import result
Return to Administration → Imports. The import list contains these columns:
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File – the imported file.
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Type – the import type.
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Status – the processing status.
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Result – the import result.
Open the details of an import to check the number of processed, successful and failed rows.
If errors occurred, review their descriptions and correct the relevant data in the source file before importing again.