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Advanced Payment Rules in CRM
Advanced Payment Rules in CRM

This article talks about the advanced payment settings in the CRM module

Patricia Esmaquel avatar
Written by Patricia Esmaquel
Updated over a week ago

In the CRM module, you can require fee payments upon submission of a form. With the advanced payment rules, you can set the minimum and maximum number of fee payments a user should process upon form submission. You can add different optional fees and the applicant can select from among the available fee options.

Here's an example.

In an admissions form, you can add different payment terms as an optional fee

  • Annual

  • Monthly

  • Quarterly

In the sample below, the Minimum and Maximum is both set to 1. This means that a user can select only one option from the list.

When filling out the form, an error message will be prompted if the user selects less or more than the allowed number of fees.

  • Message prompt if less than the minimum number is selected.

  • Message prompt if more than the maximum number is selected.

If the user has entered the correct number of fee payments, they will then be directed to the payment gateway page for the fee processing.

Note: Recurring fees can also be used upon form submission. When a user has processed a fee, it will trigger the start of the fee cycle. The first payment is considered as the first cycle and it will recur until all cycles have been completed.

For example:

-> A recurring fee every 3 months with 4 cycles.

-> If the form is fee is paid on Sep 15 then that would be the first cycle. There will be 3 cycles left and it will be due every 3 months on the 15th of that month.

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