--- title: "Extracting payment plans from LOOs with Qualy AI" description: "Upload an offer letter (LOO/LOA) and let Qualy AI read the fees and build the payment plan for you." lastModified: "2026-07-17" lang: "en" wordCount: 639 url: https://qualyhq.com/training/payments/extracting-payment-plans-from-loos --- ## Site navigation - [For schools](/international-education/for-schools.md) — For international education schools - [For agents](/international-education/for-education-agents.md) — For international education agents - [Explore](/training.md) — Watch videos on how to use Qualy - [About](/about.md) — Learn about Qualy's mission and values - [Pricing](/pricing) - [5-min demo](/demo.md) - [Login](https://dashboard.qualyhq.com) # Extracting payment plans from LOOs with Qualy AI > Let Qualy AI read an offer letter and turn it into a ready-to-send payment plan. ## At a glance - **Intended for:** Everyone - **Available in:** All plans - **Reading time:** 4 minutes - **Last updated:** 31st May 2026 ## Quick summary Use "AI Import from PDF" from the create-payment flow (or the Import area). Choose to import a Payment plan, upload one or more offer letters, and pick a processing mode: auto-create the plans, or review and save what you want. Qualy AI extracts the customer, fees and dates so you only confirm. ## Overview Re-typing fees from an offer letter is slow and error-prone. **Qualy AI** can read a Letter of Offer (LOO) or Letter of Acceptance (LOA) and turn it into a payment plan automatically—you just review and confirm. ## Step 1 – Open AI Import There are two ways in: - From the **Payments** page, click **"Create new payment"** and choose **"AI Import from PDF"**, or - Go to the **Import** area and start a new **AI Import** ## Step 2 – Choose what you're importing Under **"What are you importing?"**, choose **Payment plan**. (Qualy AI can also import **Customers** and **Partnerships** from documents—see the AI import guide.) ## Step 3 – Upload the offer letter Upload one or more **PDF** files. Qualy AI reads each document and extracts the customer, the fee items, the amounts and any dates it can find. You can upload several offer letters at once when you're onboarding a group of customers. ## Step 4 – Pick a processing mode ### Auto-create records Qualy AI builds the payment plans automatically from the extracted data. Fastest when your documents follow a consistent format. ### Review & save Qualy AI shows you everything it found so you can check each value and manually save only what you want. Best when you're getting started or the documents vary. Always sanity-check amounts and due dates the first few times. If a fee is split oddly in the source PDF, review mode lets you fix it before the plan goes out. ## Step 5 – Confirm Once you're happy, confirm the import. The payment plan is created just as if you'd built it by hand, and you can send links, reminders, and set up direct debit as usual. ## Frequently asked questions ### What is a LOO or LOA? A Letter of Offer (LOO) or Letter of Acceptance (LOA) is the document a school issues to a student. It usually lists tuition, fees and a payment schedule—exactly the information Qualy AI needs to build a payment plan. ### What does Qualy AI extract from the document? It reads the customer details, the fee items and amounts, and any due dates or instalment schedule it can find, then proposes a payment plan you can review. ### Can I upload more than one file at a time? Yes. You can upload one or more PDFs and Qualy AI processes them together, which is useful when onboarding several customers at once. ### What is the difference between Auto-create and Review & save? Auto-create records builds the payment plans automatically from the extracted data. Review & save lets you inspect everything Qualy AI found and manually save only what you want—best when you're getting started or the documents vary. ### What if the AI gets a value wrong? Use Review & save mode so you can correct any item, amount or date before the plan is created. Nothing is sent to the customer until you confirm. ### Is this available on my plan? AI import is an AI-powered feature. If you don't see it, check your plan and add-ons in Settings, or contact Qualy. ## Prefer doing this via the Qualy API? Head over to our developer docs for everything you need—endpoints, examples, and simple how-tos. 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