> For the complete documentation index, see [llms.txt](https://docs.extraaedge.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.extraaedge.com/accessing-the-payment-module-and-creating-a-payment-package.md).
# Accessing the Payment Module & Creating a Payment Package
The Payment Package page helps you create flexible fee structures for your courses. From defining total fees to setting installment schedules, discounts, and automated reminders.
## Accessing the package payment module and How to create a payment package.
## **Package Features:**
* No limitations on package creation
* Payment installments can be linked with different bank accounts
* Ability to duplicate payment packages
* No limit on the number of installments
### **Step 1: Log in to ExtraaEdge CRM**
Log in to the ExtraaEdge CRM using your Admin or Manager credentials.
### **Step 2: Navigate to the Payment Manager**
* From the **left-hand side panel**, click on **Advanced Settings**.
* Under Advanced Settings, go to **Payment Settings** and then click on **Payment Manager**.
* In the Payment Manager, you can configure your **Payment Collection Module**.
### **Step 3: Create a Payment Package**
* Inside the **Payment Manager Dashboard**, locate the **“Create Payment Package”** button on the **top-right corner**, just to the left of the search bar.
* Click on **Create Payment Package** to begin the setup.
### **Step 4: Fill in Payment Package Details**
A pop-up will appear prompting you to enter package details:
* **Package Name** – Name of the payment package.
* **Description** – Short description of the package.
* **Payment Plan Expiry Date** – Date until the payment plan remains active.
* **Course/Programme/School Details** – Select details based on your segment (e.g., Universities, B-Schools, Coaching Institutes).
**Next Important:** Enter the **Total Fees / Amount** to be collected for the selected course.
### **Step 5: Set Installment Plan / Fee Components**
* Choose the **number of installments** (e.g., 2, 3, or 4 installments).
* Based on the selected number of installments, the system will display **Installment Fee Components**.
* Under this section, you can also set **discounts** for specific installments if applicable.
### **Step 6: Map Payment Status to Lead Funnel**
* Select the **Stage & Substage** (Status & Substatus) for leads after payment completion.
* For example: Once full payment is done, leads can automatically move to the **Final Admission List** stage.
* Choose the appropriate **Stage & Substage** as per your application funnel to ensure smooth tracking.
### **Step 7: Configure Communication Channels**
* Choose communication channels (**Email, SMS, WhatsApp**) to send automatic reminders for installment payments.
* This ensures leads are notified about upcoming due dates.
### **Step 8: Plan the Installment Chart**
* The **Installment Chart** will auto-populate based on the total fees, dividing the amount equally.
* You can **adjust the amounts** for each installment manually if required.
* Set the **planned due date** or **duration (days/months)** after which each installment is due.
### **Step 9: Update Status in Package Details**
* In the **Add Package Details** section, proceed to **Update Status**.
* Select the **Category** for the payment package.
* Choose the **Full Payment Stage, Offer Status, Partial Payment Done** and corresponding **Substage** for successful payment completion.
* Also, configure the **Failed Payment Stage** and **Substage** to determine where leads should appear if a payment fails.
* Define these stages for each installment so that lead visibility is correctly tracked at every payment milestone.
### **Step 10: Once all details are filled, save the payment package.** - The package will now be available for use in your Payment Collection Module.
