Accessing the Payment Module & Creating a Payment Package

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.