Payments
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 ...
How to Download Withdrawal Request Manager Data?
Overview You can download the withdrawal listing and documents uploaded by the candidate in the withdrawal Request as per your convenience either by selecting all or a selective number of columns. Pre-requisites Access to the Withdrawal Request ...
How To Create Admin Fields?
Introduction Admin fields are customizable data points that help administrators collect and manage important information efficiently. They enable tracking user preferences, recording essential metadata, and streamlining workflows. Mastering admin ...
Auto-reminders: How to Set Auto-reminders?
Introduction Auto reminders let you add new reminders that will auto-notify the applicants on the specified day. With auto reminders, you can send Email, SMS and WhatsApp notifications without any manual intervention. Pre-requisites As a precursor, ...
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 Upload Fee Amount to Applicant Data in Collexo?
Overview Bulk Fee Upload in Collexo allows users to upload applicant data along with corresponding fee amounts, enabling seamless fee collection. Flexible Fee Management: Upload fee amounts for different fee heads and applicants. Customizable Setup: ...
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 ...
How to Check Voucher Report and Detailed Voucher Report?
Overview Voucher Report and Detailed Analysis help track the performance of vouchers used for fee collection through offline payment methods. Voucher Performance Tracking: Monitor and analyze voucher usage and redemption. Detailed Reporting: Access ...
How to check whether discount coupon is enabled, disabled or expired?
Overview Discount Coupon Management in Meritto helps institutions track and manage promotional discounts effectively. Coupon Status Check: Verify if a discount coupon is enabled, disabled, or expired. Streamlined Promotion Management: Ensure smooth ...
How to Configure Token Fee?
Overview Token Fee configuration in Meritto allows institutions to collect an initial payment from applicants before proceeding with further steps. This article provides a step-by-step guide to setting up a Token Fee in Meritto. Plan & Permissions ...
How to create a Voucher?
Overview Voucher Creation for Fee Payments in Meritto enables institutes to collect application or registration fees through multiple payment methods, including cash at the college counter. Flexible Payment Options: Supports various methods, ...
How to create a Discount Coupon?
Overview Discount coupons provide rebates on payments made by students. Institutes can choose to apply these coupons to specific forms or all forms. They can also be used for college events. This guide walks you through the process of creating ...
How to Integrate Payment Gateway with Meritto Application Forms?
Overview Meritto provides you with the option to plug and play with the following payment gateways for the application form as well token fee. Find the steps to be executed for any payment gateway. Ask for payment gateway integration doc, kit, and ...
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Overview Meritto CRM provides a comprehensive lead allocation system designed to distribute leads efficiently among counselors. The system supports both manual and automated allocation methods, offering flexibility to align with various business ...
Automation - An Overview
Overview Automation in Meritto CRM is a rule-based workflow that executes predefined actions when specific criteria are met. It enables you to streamline counselor allocation, multi-channel communication, lead scoring, and trigger webhooks by ...
All About MIO AI
Introduction Mio AI is Meritto's high-performance Agentic AI platform, designed from the ground up to serve as a digital teammate for the education industry. It was created to address the core, persistent challenges that institutions face: ...
About University Channel Partner CRM
Overview Meritto’s University Channel Partner CRM is designed specifically for channel partners managing online degree enrollments. It enables them to efficiently scale their operations, manage leads, and build strong partnerships with universities ...
How to Create Communication Templates?
Overview Communication Template Creation in Meritto enables standardized messaging across multiple channels. Predefined Formats: Create templates for Email, SMS, WhatsApp, and more. Consistency in Messaging: Ensure uniform communication across all ...