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.
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 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.
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.