How to Mark Offline Payment for Online Applications?

Overview

This guide provides step-by-step instructions for marking offline payments for online applications in Meritto. Accurately recording offline payments ensures that the payment status is updated in the system, preventing discrepancies and maintaining a clear financial record. This is particularly useful for institutions that accept payments through bank transfers, cash, or other offline methods, allowing you to verify transactions and streamline application processing efficiently.

Step-by-Step Guide to Mark Offline Payment for Online Applications

Follow the simple steps below to mark Offline Payment for Online Applications:

1. Navigate to Application Manager > Manage Applications.
   
2. Locate the applicant whose payment needs to be marked as offline.
   
3. Click on the Action button next to the applicant’s name.
4. From the dropdown menu, select Mark Offline Payment.
   
5. A form titled Mark Offline Payment will appear.
   
6. Select the Offline radio button.
   
• If applicable, choose the Coupon option.
  
• Please ensure the coupon code is created and is in active state.
  

  
7. Click Mark as Payment Approved button.
8. A confirmation pop-up titled Confirm will appear.
   
9. Click Yes to finalize the offline payment update.
10. Verify that the Payment Status and Payment Method reflect the change.
    

Note: You can access the purchase summary for more details like “Approved Date”, “Payment Amount”, “Transaction ID” etc.

Points to Keep in Mind

• Coupon not applying? Verify that the coupon is valid and applicable to the selected payment method.
• Incorrect payment details? Double-check the offline payment entry before confirming the update.
• Payment not updating? Ensure you have the necessary permissions and that the application is eligible for offline payment marking.
  

Note: If your application form contains multiple parts (not multiple stages), then access the purchase summary under payment manager. In the top right corner, you get an option to 'Mark Offline Payment' (mainly used to mark offline payments against token fees). In the model box that opens, select the form name, email ID and click on 'Get Application Fees'. If the applicant is eligible, you will get an option to mark it 'offline'.

Conclusion

Recording offline payments for online applications helps maintain accurate payment records and ensures proper financial tracking. By marking these payments in Meritto, you can keep applicant payment statuses up to date, reducing discrepancies and improving financial reconciliation.

This process ensures that all payments—whether made online or offline—are properly accounted for, helping in smoother admission management and accurate reporting. This process helps  to efficiently record, manage, and verify offline payments in Meritto.

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