Fees and payments

#From quote to enrolment

1. On the person's record, create a quote for the course, with any discount.
2. Discounts above the limit go to a sales manager or administrator in Approvals.
3. Mark accepted opens an enrolment with a fee plan: the course's instalments, with the discount taken off the last ones first.

#Recording a payment

Fees and payments → Record payment takes the amount, the method (UPI, bank transfer, cash or cheque), the reference and the date, plus the receipt or screenshot if you have one.

A sales manager or administrator then confirms it. Someone other than the person who recorded it confirms, unless they are an administrator. Confirming fills the earliest instalments and issues a numbered receipt.

Made a mistake? Reverse it with a reason. The receipt is re-issued marked as reversed, and every step stays on the timeline and in the audit log.

#Payment links (Razorpay)

If your institute uses Razorpay, Payment link on an instalment creates a seven-day link for what is left on it. When the student pays, the payment is confirmed and the receipt issued on its own. Razorpay charges its usual fee per transaction.

#Dues and reminders

Dues lists every open and overdue instalment. With WhatsApp connected, Settings → Collections sends reminders using an approved template:

• up to three reminders before the due date, and one on the day;
• up to four after it while unpaid;
• escalation to the owner after the number of overdue days you choose.

Reminders follow consent and quiet hours, never stack up, and stop as soon as the instalment is paid.