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Bulk Payment URL Feature

Enrolment Dashboard > Student Financials Tile

Overview

This feature in TEAMS lets you send payment URLs for multiple invoices in bulk to multiple students in one go. Previously, the payment URL could only be sent for one invoice at a time. With this update, you can send bulk online payment URLs directly from both the Enrolment Dashboard and the Financial Dashboard, making payment collection faster and more efficient.

1. Accessing the Bulk Payment URL Feature

  • Enrolment Dashboard: Select multiple invoices linked to a single enrolment and process them together in one transaction via Pin/Stripe or other online payment options.
  • Financial Dashboard: Use the Overdue Fee Listing and Payment Due Listing to manage outstanding invoices across multiple students.

2. Sending Bulk Payment URLs from the Enrolment Dashboard

  • Go to the Enrolment Dashboard.
  • Open the enrolment you want to work with.
  • Select multiple invoices linked to the enrolment.
  • Click the burger menu for desired Online Payment
  • A payment modal displays the selected invoices and total amount.
  • Select the send email button and then choose the template to send the email

3. Sending Bulk Payment URLs from the Financial Dashboard

  • Go to the Financial Dashboard.
  • Open the Overdue Fee Listing and Payment Due Listing
  • Select multiple records from the tile listings (one or many students).
  • Click the burger menu (⋮) in the top-right of the tiles area.
  • Choose payment method from the menu.
  • Preview the email to ensure details (student name, invoice list, payment URL) appear correctly.
  • Click Send to send the email(s) to the selected students.

4. New Online Payments Tile on Financial Dashboard

  • Displays all the payment methods in TEAMS(Pin, Stripe and Ezidebit)
  • Clicking the count will display all the payments made via that payment mode within a date range
  • Expired Payments will show all the links that got expired when student didn’t pay their fees after the link was sent
  • Users can set the link expiry duration from the site settings screen
  • On the Expired Payment Requests, users will be able to see all the links that got expired for specific enrolments/invoices and have the ability to reinitiate the links too.