Start Configuring Fees for ERP

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 or student management system, students and parents can pay school or college fees online with just a few clicks — securely, conveniently, and with instant confirmation, reducing friction and improving the overall applicant experience. Payments are automatically reflected in your system, eliminating the need for manual updates, reducing delays, and minimizing errors. 

This guide will walk you through the key steps to set up the integration and configure your fees for an efficient and streamlined collection process.

Step by Step Instructions

  1. Generating API Credentials
    • Go to the Menu.
    • Click on Account Settings.
    • Navigate to the Integration section.
    • Select Other Applications.
    • Click on “Generate Keys”.
    • Once the keys are generated, your API credentials will be displayed.
    • Use these credentials to consume Collexo’s APIs.
       
  2. Configure Fee Connect
    Use Fee Connect to configure and manage various types of fees for your students. Fee Connect allows you to define fee details, set collection timelines, and customize payment options to match your institute’s requirements.

    Refer to this article for step-by-step guidance on configuring fees effectively using Fee Connect.
     
  3. Integrate Collexo’s APIs
    Once your fee configuration is complete and the necessary API credentials have been generated, you can proceed with integrating your ERP system with Collexo’s APIs. Refer here to proceed with the integration process.

Once the above steps are completed, your system is fully set up, and you are ready to start collecting fees seamlessly through your ERP.

Conclusion

Integrating your ERP system with Collexo enables seamless, secure, and efficient fee collection. With automated payment processing, real-time status updates, and smooth system integration, your institute can simplify operations and enhance the payment experience for students and parents.

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