Getting Started with Collexo

Getting Started with Collexo

Introduction

Collexo is a Unified Payment Platform making fee collection Easier, Faster, and Secure. With Collexo, transform the way you Collect, Manage, and Track all your fee payments.

How to Start Using Collexo?

In order to start collecting fees using Collexo follow these steps:
Step 1: Create Your Institute’s Business Account
Begin by creating a Business account for your institute on Collexo. Learn how to create your institute's Business account here.

Step 2: Personalizing Collexo for your Institute
After setting up your Business account, it's essential to personalize Collexo to align with your institute's preferences. Explore this article to know more.

Step 3: Choose Payment Collection Options for your Institute
Now that your personalization are in place, it's time to choose payment collection options as per your institute's preferences. Begin by referring to this article to know more.

Step 4: Set up Fees for your Institute
Having set up payment collection options, the next step is to set up fees for your institute. Learn more by referring to this article.

Step 5: Start Collecting Fees from your students/applicants
With fees configured, you're ready to start collecting fees from your students/applicants. Explore the  applicant's perspective to understand how students/applicants will interact with the platform. You can access the article on the applicant's view here.

Step 6: Reports on Collexo
Once fee collection is underway, it's essential to track and analyze payment data to gain insights into your institute's financial performance. Explore Collexo's reporting features by referring to this article.

By following these steps and exploring the associated articles, you'll be equipped to efficiently manage fee collection on Collexo. Should you have any questions or require additional assistance, don't hesitate to contact our support team at ticket@collexo.com.

Conclusion

Getting started with Collexo is a simple, step-by-step process—from creating your business account to configuring fees and tracking reports. With these setups in place, your institute can efficiently manage, collect, and monitor fee payments in a secure and seamless way.

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