Installment Management Panel -

The Installment Package feature enables flexible payment management. Easily adjust installment payment, apply discounts, or update packages for individual leads, all in just a few clicks.

The installment package is a versatile feature that allows you to make changes to payment plans easily. You can modify payment amount, apply discounts, or update the package for any individual lead by using this feature.

👉Follow These Steps:

Step 1: Access Installment Management -

• You can manage payment installments individually by clicking the three dots on the relevant lead’s profile.

• From the dropdown, select Installment Management to proceed.

Step 2: Installment Management Pop-Up

• Upon clicking the Installment Management tab, a pop-up window will open displaying the following fields:

  • Package/Payment Plan

  • Total Fees / Amount to be Collected

  • Applied Discount On

  • Discount / Scholarship / Concession

  • Discount / Scholarship / Concession Reason

  • Final Amount to be Collected

  • Number of Installments / Fee Components

Step 3: Selecting and Editing Package Plan -

• Select the package/payment plan based on the course the student has registered for.

• The remaining fields will auto-populate, but you can edit them as required:

  • Total Fees / Amount to be Collected: Can be modified as needed.

  • Applied Discount On / Installment: Will remain as selected during package creation from advanced settings.

  • Discount / Scholarship / Concession Amount: Enter the amount along with the reason.

  • Final Amount to be Collected: Updates automatically based on your inputs in the Total Fees.

  • Number of Installments / Fee Components: It will remain same based on the applied discount on installments.

  • The Planned Amount, Discount Amount, and Amount to be Collected will automatically adjust, including the balance amount.

Step 4: Select Collection Mode -

There are two payment collection modes in the right side last coloumn:

1. Offline

2. Online

Step 5: Choose Payment Method -

• Offline Mode Options:

  • Cash

  • Card

  • Cheque

  • Net Banking

  • DD

• Online Mode Options:

  • Eazebuzz

  • Razorpay

Offline Payment Mode Pop up

Online Payment Mode Pop Up

Step 6: Enter Payment Details -

A. For Offline Payments:

• After selecting the mode, a pop-up will appear where you must enter:

  • Cash Collected By (Lead Owner)

  • Cash Collection Date

  • Amount Collected

  • Remarks (optional)

  • Attachment / Proof (optional)

• Click Save to record the payment.

Offline Payment Details

B. For Online Payments:

• After selecting the online mode, you need to fill in:

  • Bank Account to receive payment

  • Expiry Date

  • Amount to be Collected

  • Remarks (optional)

  • Select the communication channel to send the receipt.

  • Once all details are filled, simply click the Send tab to process the payment and send the receipt.

Online Payment Details

Step 7: Payment Confirmation and Actions -

• Once saved or send a green tick will appear against the payment, indicating successful completion.

• From the Actions menu, you can:

  • Edit payment details

  • Download the payment receipt

  • Send the receipt via the selected communication channel, e.g Email, Whatsapp

  • In the Collected Amount you will be also able to see the date & time of the payment.

Step 8: Confirm Changes -

• After reviewing all updates, click the Confirm tab.

• A confirmation pop-up will appear to save all changes made for the lead.

Important Note -

The Planned Amount cannot exceed the total course fee.

This process allows you to seamlessly update and manage any previous payment package for an individual lead, ensuring flexibility and accuracy in handling payment plans.