Payment Link Reminders

Payment Link Reminders

Introduction

Timely fee collection is essential for maintaining smooth financial operations. If your institute uses payment links for fee collection (like event fees, hostel charges, or one-time payments), there’s a chance that students/applicants may miss completing the payment. This can happen due to simple oversight, not checking emails or messages, or simply because such payments fall outside the standard academic fee cycle and are easily forgotten.
Payment Link Reminders help automate follow-ups by sending timely notifications to student/applicants through multiple communication channels. This reduces manual effort for your team while improving collection rates.
With configurable trigger options and channel preferences, Collexo allows you to set up smart reminders tailored to each payment link’s lifecycle.
  1. Go to  Global Settings
  2. Select General Settings
  3. Click on Reminder Config for Payment Link.


You’ll need to fill out the following field to activate reminders:
  1. Payment Link Reminders: Enable this toggle to automatically send reminders to students/applicants if a payment link remains unpaid. 
  2. Note: Reminders are triggered daily between 8:30 AM and 9:30 AM only.
  3. There are two types of payment links in Collexo. Each supports specific time-based triggers that control when reminders are sent.
    1. Links with Expiry : When you configure an expiry date for your payment link (via Manage Payment Link), you can use the following triggers to send automated reminders:
      1. After Created Date: 1, 2, 3, 5, or 10 days after the link is created
      2. After Start Date: 1, 2, 3, 4, or 5 days after the link's start date
      3. Expiry Date: On the expiry date, or 1, 2, 3, 5, or 10 days before it
    2. Links without Expiry : Even if a payment link has no set expiry date, you can still configure the following reminder triggers:
      1. After Created Date: 1, 2, 3, 5, or 10 days after creation
      2. After Start Date: 1, 2, 3, 4, or 5 days after the start date
  4. Communication Channels
    1. Make sure the desired channels are active to ensure delivery of reminders. To know more about communication channels you can refer to this article.
    2. Reminders will be sent only through the channels enabled for your account: SMS, Email, WhatsApp.

  1. Once the configuration is complete, you can enable or disable auto-reminders for individual payment links using the "Send Auto Reminders" toggle available on the Manage Payment Link page.
  2. To navigate:
    1. Go to the Menu
    2. Click on Collect Payment
    3. Select Payment Links
    4. Choose + Add Payment Link
  3. This allows you to control follow-up notifications on a per-link basis based on your requirements.

Conclusion

This article guides you through setting up and managing Payment Link Reminders in Collexo. By using configurable triggers and communication channels, you can automate payment follow-ups and reduce manual effort. Whether your links have an expiry date or not, these reminders help ensure timely payments.

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