Fee Connect for Recurring Payments
Overview
In order to collect fees from your students/applicants, it is absolutely necessary to have a fee connect defined for the same. This article would help you in setting up fee connect for Recurring Payment Fees .
How to Navigate?
- Go to the Menu.
- Select Fee Setup.
- Click on Fee Connect.
- Choose Add Fees.
To add recurring fees, follow these steps:
- Choose “Recurring” as the payment channel.
- Choose the applicable payment plan and configure the rest of the Fee Connect as usual. To know more about how to configure Fee Connect, kindly refer to this link.
- To track the cash flow of the payment plan, allocate this fee for it to reflect in the payment ledger and student profile. To know more about the Payment Ledger, you can refer to this article.
Conclusion
You can now set up Fee Connect for Recurring Payment Fees in Collexo, ensuring seamless fee allocation and accurate cash flow tracking. By linking the right payment plans and configuring Fee Connect properly, you can manage collections efficiently while offering students a clear, structured payment experience.