Overview
Discover the latest improvements we've made for collecting offline payments. Your applicants can now upload proof of payments when submitting offline payments.
This feature is designed to streamline the manual checks typically involved in processing offline payments, reducing the workload of your team and speeding up the approval process. By having all necessary payment information readily available within the platform, we aim to minimize errors and ensure a smoother transaction experience for both applicants and administrators.
How Applicants can submit payment proof
The option to upload payment proof would be visible to applicants while paying fees that have the offline payment methods - Cash and/or DD available.
The steps that applicants need to take to submit payment proof are as follows:-
- Go to the checkout page of a fee that has offline payment modes enabled.
- Select DD/Bank Transfer or Cash among the available payment offline modes.
- Click on the "Upload your payment proof" text.
- A popup appears. The applicant needs to click on the "Browse" button and select the file that they would like to upload.
- The filename of the uploaded payment proof is now visible.
- Fill in the details of the offline payment mode and click on the "Submit" button.
How you can submit payment proof whilst marking offline payments
Here are the steps that you need to submit the payment proof whilst marking offline payments:-
- Navigate to Mark Offline Payments via either the track payments page or through the applicant profile.
- Fill in the required applicant details and click on the Get Fees button.
- Select the fee that you'd like to mark as an offline payment.
- Fill in the required details related to the fee amount and payment mode.
- You can upload payment proof by clicking on the Browse button against the "Upload your payment proof" field.
- Once uploaded, you will be able to see the name of the uploaded file in the text box next to the "Browse" button.
- Click on the Submit button to record the offline payment.
How you can view the submitted payment proofs
Here are the steps that you need to take to view the submitted payment proofs:-
- Go to the track payments page.
- Locate the payment that was made by the applicant using an offline payment mode. You may use filters for it.
- View the details of the payment by either clicking on the Order ID or via the action button.
- Navigate to the Notes tab.
- Click on the View Attachment link against Payment Proof. The file would get opened in a new tab in your browser window.
- Based on the payment proof submitted by the applicant, you can approve/reject the payment in the same manner as you are used to.