Configuring Fees Using Applicant Upload Method
Overview
In this overview, we'll walk you through the essential steps involved in setting up fees using the student upload method for your institute’s students/applicants.
Add Fields
Customize fields to store as well as collect relevant information from students/applicants during fee submission. It is important to define amount fields to store fee amounts for your students/applicants. Explore this article to learn more.
Add Applicant Records
Add applicant records to your Collexo account to manage fees for the uploaded students/applicants efficiently. You can utilize the single and bulk upload methods to add applicant records. Note that is important for each applicant to have data in the amount fields to associate them with fees. Follow the steps outlined in this article to add and manage applicant records.
Configure Fee Connect
Utilize fee connects to define amount-based fees for your students/applicants. Dive into this article to learn more.
After completing these steps, you're ready to start collecting fees from your students/applicants. Explore the Collexo portal from the applicant's perspective to understand how students/applicants will interact with the platform by referring to this article.
Related Articles
Fee Connect for Configuring Fees Using Applicant Upload Method
Overview This article would help you in setting up fee connects for configuring fees using applicant upload method. How to Navigate? Go to Menu. Click on Fee Setup. Select Fee Studio. Click on Add Fees. To add an amount-based fee for your ...
Start Configuring Fees for Payment Cloud
Introduction Payment Cloud empowers institutes to efficiently collect a wide array of fees from their enrolled students and applicants. Leveraging the Collexo platform independently, it streamlines fee collection processes with ease. This dedicated ...
Start Configuring Fees
Overview Welcome to our in-depth guide on configuring fees within Collexo! In this overview, we'll walk you through the myriad of payment channels offered by our platform, empowering you to tailor your fee collection process to meet the unique needs ...
Start Configuring Fees for ERP
Introduction If your institute uses an ERP system and is looking for a way to streamline fee collections, simplify reconciliation, and enhance the student payment experience, Collexo offers the perfect solution. By integrating Collexo with your ERP ...
Configuring Fees for Education CRM
Introduction In today’s fast-moving admission environment, manually managing fee collections often becomes a major bottleneck leading to delays, repetitive tasks, errors, and inconsistent student experiences. To stay competitive and deliver a ...