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Learn how to use Qualy

Follow along with our 5-min videos to gain the knowledge and skills you need to use all the features of Qualy.

Contacts

Managing your customers

Provide your customers their own portal, and manage their info information on Qualy.

  1. Creating a student

    Learn how to create your leads and customers on Qualy.

  2. Storing documents

    Storing and sharing documents with your students.

  3. Giving access to the student portal

    Learn more about the student portal

Payments

Receiving payments and issuing receipts

Create, import and send payments to your customers.

  1. Creating a payment

    Learn how to create and send a payment in less than 3 minutes.

  2. Creating payment plans

    Learn how to create payment plans.

  3. Sending a payment link

    Send a payment link via QR code, manually or automatically.

  4. Learn about all payment methods

    See how credit card, PayID, PayTo, and cash payments work.

  5. Payment receipts

    Learn how to issue receipts for your payments.

  6. Setting up PayTo direct debit

    Learn how students can set up PayTo direct debit via the portal.

  7. Using the school or sub-agent logo and colors

    Qualy can change the color of the payment page to match your school or sub-agent's brand.

  8. Extracting payment plans from LOOs

    Learn how to extract payment plans from LOOs files using Qualy AI.

Commissions

Managing commissions and splitting payments

Automatically send a portion of your payments to your business partners.

  1. Creating payments with commission

    Learn how to create payments with commission as an agent or as a school.

  2. Sending net payments

    Sending payments to schools minus your commission.

  3. Handling special bonuses

    Learn how to handle bonuses and incentives.

  4. Sending commission to master/sub-agents

    Using Qualy to handle master/sub-agent payments and commissions.

  5. Handling OSHC and visa fees

    Learn how to handle OSHC and visa fees.

  6. Invoice management and actions

    Learn how to manage invoices and take actions on them.

  7. Paying your partner before the student pays

    Learn how to pay your partner before the student pays.

  8. Getting your invoices paid

    Learn how to let your partner pay you via the partner portal

Partnerships

Working with your business partners and suppliers

Manage your partner's brand, bank accounts and payout preferences. Increase transparency with your partners with their own portal.

  1. Creating a partnership

    Learn the basics of how to manage schools and agents.

  2. Adding a bank account

    Learn how to add a bank account to a partnership.

  3. Managing commission rates

    Learn how to manage commission rates for your partners.

  4. Giving access to the partner portal

    Learn how to give access to the partner portal.

Reports

Generating reports with Qualy

Extract payments, commission, contacts, and more in CSV format.

  1. Generating reports

    A quick intro on how to generate reports.

Preferences

Customizing Qualy to your needs and preferences

Branding, users, persmissions, teams, and so much more.

  1. Restricting user access and permissions

    Learn how to add users and manage their permissions.

  2. Managing your teams, offices and branches

    Learn how to create and manage teams, offices and branches.

  3. Changing you logo, colors and business info

    Learn how to customize your Qualy account.

  4. Bank accounts and payment options & reminders

    Learn how to add bank accounts and set up payment reminders.

  5. Storing data with custom fields

    Learn how to create and use custom fields.
Qualy: the payment platform for the international education industry, schools and education agents.

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