Payment Ledger: How to View Student-wise Allocation of the Fees and its Details?

Payment Ledger: How to View Student-wise Allocation of the Fees and its Details?

Introduction

The Payment Ledger provides a bird eye view of the listed student-wise allocation of the fees and its details. It shows the total amount to be collected for a specific time period, the collected amount, the amount to be paid and the late fee collected. It also gives a view of the fee mapped to an individual candidate and other fee details.

Pre-requisites

As a precursor, you should have access to the Applicant Data Tab and should be allowed to view the Payment Ledger.

How to View Student-wise Allocation of the Fees and its Details?

  1. Login to your Collexo Account.
  2. Click to expand the menu and you will see Applicant Data.
  3. Click to expand the  Applicant Data and you will see a sub-menu as Payment Ledger.
  4. Once you land on the Payment Ledger you’ll have a view of all the candidates data and the fee mapped to them.
  5. You can click on filter button   to have a view based basic and additional filter and can download the data by clicking on the  download button.
    • Related Articles

    • Applicant Profile: How to View a Student Profile?

      Introduction The applicant profile provides a personalized overview of the candidates' fees, including the total assigned, amount paid, allowed discounts, late fees charged, outstanding balance, and payment history. Additionally, we can send ...
    • 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 ...
    • How to View Lead Details on Opportunity?

      Overview The Lead Profile Comprehensive View in the Opportunity module allows you to access and edit lead details directly from the Opportunity module without needing access to the Lead Manager. This feature streamlines lead management, ensuring ...
    • How to record Offline Payment details for Token Fee?

      Overview Recording Offline Token Fee Payments in Meritto helps centralize payment-related data for better tracking and management. Manual Payment Entry: Mark payments as offline when needed. Centralized Record-Keeping: Maintain all payment details ...
    • WhatsApp Embedded Signup (Part 2): Managing Assets and Details

      Overview WhatsApp Embedded Signup is a streamlined, user-friendly process that simplifies the onboarding of businesses to the WhatsApp Business Platform on Meritto. In this section, we explore how to manage business assets like Phone Numbers, profile ...