Accessing the Payment Module & Creating a Payment Package

Accessing the package payment module and How to create a payment package.

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.

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.

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.

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.

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.

Choose communication channels (Email, SMS, WhatsApp) to send automatic reminders for installment payments.
This ensures leads are notified about upcoming due dates.

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.

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.

Last updated 1 day ago