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Payment Collection - Admin

Payment module is extensively used by the collection team to track their collections or payments received from the customer. The admin can create different types of payments, stages and modes for the collection process.

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Payment Type: This indicates different types of payments such as one time payment, recurring payment, part time payment etc.

Stages: It indicates the different stages the payment collection can possibly pass through.

Modes: This means the mode of payment. For ex: Debit Card, Credit Card, UPI, Net Banking etc.

We shall discuss in detail how to set up payment types, stages, modes, different settings and functionalities associated with the payment module.

Setting up payment type


Step 1: Select 'Admin Configurations' from the profile tab.

Step 2: Click on 'Payment Collection' under 'Manage' category.

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Step 3: Click on 'Types' tab from the payment collection window.

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Step 4: Create new payment type by entering the type name in 'Add payment type' textbox on the left side and click on 'Add' button.

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Edit payment type/Rename: Click on the edit icon image.png, under the 'Action' header and enter the new name.

Enable/Disable payment type: Click on toggle switch image.png, under the 'Enable' header.

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Note: Once created, there is no option to delete a payment type, you can either enable or disable it.

Note: You cannot disable a the payment type if any data is associated with it.

Setting up payment stages


Step 1: Select 'Admin Configurations' from the profile tab.

Step 2: Click on 'Payment Collection' under 'Manage' category.

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Step 3: Click on 'Stages' tab from the payment collection window.

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Step 4: Create new stage by entering the name in 'Add Stage Name' textbox on the left side and click on 'Add' button.

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Rename stage: Click on the edit icon image.png, under the 'Action' header and enter the new name and click 'Ok' button.

Enable/Disable payment stage: Click on toggle switch image.png, under the 'Enable' header.

Note: Once created, there is no option to delete a payment stage, you can either enable or disable it.

Note: You cannot disable a the payment stage if any data is associated with it.

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Note: Stage order can be changed by dragging the stage to top or bottom.

Setting up stage restriction

Stage restriction helps you to decide the stage movement, from one to another.

Step 1: Click on the edit iconimage.png, under the 'Action' header.

Step 2: Select the stages you want that stage to have movement access to.

Step 3: Click on 'Ok' button to save the setting.

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Setting up payment modes


Step 1: Select 'Admin Configurations' from the profile tab.

Step 2: Click on 'Payment Collection' under 'Manage' category.

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Step 3: Click on 'Modes' tab from the payment collection window.

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Step 4: Create new stage by entering the name in 'Add Payment Mode' textbox on the left side and click on 'Add' button.

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Rename stage: Click on the edit icon image.png, under the 'Action' header and enter the new name and click 'Ok' button.

Enable/Disable payment stage: Click on toggle switch image.png, under the 'Enable' header.

Note: Once created, there is no option to delete a payment mode, you can either enable or disable it.

Note: You cannot disable a the payment mode if any data is associated with it.

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Settings in payment collection


Settings in payment collection helps you to set up visit reminders for the payment collection.

Step 1: Select 'Admin Configurations' from the profile tab.

Step 2: Click on 'Payment Collection' under 'Manage' category.

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Step 3: Click on 'Settings' tab from the payment collection window.

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Step 4: Admin can set up further visit related actions by selecting toggle switch, entering values.

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Step 5: Click on 'Save' button.

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