How to record Offline Payment details in Collexo?

How to record Offline Payment details in Collexo?

Overview

Offline Payment Management allows users to record and track offline transactions efficiently within the system.

  • Payment Entry: Capture offline payments using customer records or unique IDs.

  • Flexible Payment Options: Record full or partial payments as needed.

  • Discount Application: Apply discounts on fees when required.

This ensures accurate tracking of offline transactions while maintaining a centralized payment management system.

Step-by-Step Guide to Record Offline Payment Details in Collexo

Marking Offline Payments

  1. Navigate to Transactions > Track Payments.

  1. Click on Mark Offline Payment.

  2. Enter the Customer Enrolment No. or Unique ID and click Get Details.

  1. Click Get Fees to retrieve all applicable fees linked to the customer record.

  2. Click Pay Now, select the offline payment mode (Cash or DD), and fill in the required details.

  1. (Optional) Enable Discounts if applicable and enter a partial payment if necessary.

  2. Click Submit to record the payment.

  1. The recorded payment details will be available under the Track Payments section.

Points to Keep in Mind

  • Offline payment records must match existing customer records uploaded in Collexo.

  • Ensure the correct Unique ID is entered for accurate payment mapping.

  • Discounts can be applied while recording offline payments.

  • Both full and partial payments can be recorded.

Conclusion

Recording offline payment details in Collexo streamlines transaction management, ensuring accuracy and transparency. By maintaining a centralized system, users can efficiently track payments, apply discounts, and manage partial or full payments with ease. This process helps in reducing manual errors, improving financial tracking, and enhancing overall operational efficiency.

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