Overview

Imagine a scenario where numerous applicants have successfully completed their forms and payments, but their records are mixed with those who still have pending payments. Without a clear distinction, managing applications can become challenging, potentially leading to confusion or delays in the admission process.

In Meritto, you can easily filter applicants based on their payment status, allowing you to focus only on those who have completed their payments. This helps in:

• Streamlining Application Management: Quickly access a refined list of payment-approved applicants without manual sorting.

• Efficient Follow-Ups: Ensure communication efforts are directed towards applicants who still need to complete their payments, rather than those who have already done so.

• Reducing Processing Time: With a clear view of payment-approved applicants, institutions can seamlessly move forward with enrollment and other necessary actions.

By using this feature, administrators can maintain accurate records, enhance workflow efficiency, and provide a smoother admission experience.

Filtering Out Payment Approved Applicants in Application Manager

Accessing the Application Manager

1. Navigate to Application Manager:

• Go to Application Manager > Manage Applications.

2. Selecting a Form:

• Click on the Form Name at the top-left corner of the page, whose applications you want to filter.

Applying Filters for Payment Approved Applicants

1. Click on on the top-right corner of the page. 

2. A ‘Filter Applications By’ form will be opened. In the filter section, select Payment Status from the first drop-down list.

3. Choose Equals as the condition.

4. Select Payment Approved from the final drop-down list.

5. You can also filter applicants within a specific date range from ‘Filter Applications By’ form:

• Click the Add (+) button to add another filter.

• Select Payment Approved Date as the filter criterion.

• Choose the required date condition and specify the date range.

• Ensure the AND condition is enabled so that applications match both criteria.

6. You can sort the filtered applicant data in ascending or descending order.

7. Click on the Sort By option at the top-right corner of the data table and select your preferred sorting order.

8. You can use and buttons to take the actions as per your requirements.

Result: The system will display all payment-approved applicants based on your selected criteria.

For more details, refer to this article: How to Use Filters in Application Management?

Points to Keep in Mind

• Incorrect Data Retrieval: Make sure that you select Payment Status > Equals > Payment Approved to filter the correct data.

• Form Selection Issue: If no data appears, verify that you have selected the correct institute and form.

• Date Range Error: If you have used this filter, ensure that the date format and range are correctly set when filtering by date.
  

• If applicant has made the payment but the same is not reflecting in the application manager/purchase summary, go to Purchase summary, click on action button against the applicant. You will get an option to refresh the payment. This will be then updated in the system.
  

Conclusion

Following these steps allows you to accurately filter and manage payment-approved applicants in Meritto’s Application Manager. This helps in streamlining applicant tracking, reducing manual effort, and ensuring that only applicants with approved payments are considered for further processing. With a more organized and accessible applicant list, you can make informed decisions and improve overall workflow efficiency.