Payment reminders and fee processing

Purpose

1.1. Automate sending payment reminders and fee processing for students enrolling in civil service exam prep courses.
1.2. Automated reminders reduce manual workload for staff, automatedly collect overdue payments, and prevent missed deadlines.
1.3. Automating notifications ensures students are informed of outstanding dues, upcoming deadlines, and successful transactions.
1.4. This automation streamlines onboarding, accelerates fee workflows, and automates financial tracking for the academy.

Trigger Conditions

2.1. Automated trigger on student onboarding or enrollment completion.
2.2. Payment due date approaching (e.g., 7, 3, 1 days before).
2.3. Fee not marked as paid in the database by the due date (overdue).
2.4. Manual trigger by admin to resend reminder.
2.5. Successful or failed payment events from payment gateway APIs.
2.6. Scheduled batch automations for daily/weekly reminders.
2.7. Trigger if payment confirmation/receipt is not sent to student.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS reminders on due/overdue payments; Configure Messaging API, set sender number, message templates.
3.2. SendGrid
• Feature/Setting: Automate email reminders; Use Mail Send API with dynamically rendered payment links and due information.
3.3. PayPal
• Feature/Setting: Automate invoice creation and payment status checks; Use Invoicing API to generate invoices, configure webhook for completed events.
3.4. Stripe
• Feature/Setting: Automate recurring payment reminders; Use Billing API, configure PaymentIntent and webhook for failed/success events.
3.5. Razorpay
• Feature/Setting: Automate payment link sharing and status update; Use Payment Links API, setup callback URL for payment success/failure.
3.6. Google Sheets
• Feature/Setting: Automate tracking of due dates, automate reminders based on row values using Sheets API and trigger-on-change.
3.7. Mailgun
• Feature/Setting: Automate transactional payment reminder emails; Use Messages API, configure templates per due status.
3.8. WhatsApp Business API
• Feature/Setting: Automate WhatsApp reminders for overdue/payment confirmation; setup message templates and webhook triggers.
3.9. Slack
• Feature/Setting: Automate internal notifications to finance teams on overdue students; use Chat Post Message API with student details.
3.10. Calendly
• Feature/Setting: Automate event reminders post-enrollment for fee/appointment deadlines; configure event webhook automation.
3.11. FreshBooks
• Feature/Setting: Automate invoice generation/emailing on new onboarding; use Invoice API with scheduled email configurations.
3.12. Zoho Books
• Feature/Setting: Automate recurring invoices and automate reminders; use Invoices API, configure payment follow-up schedules.
3.13. QuickBooks Online
• Feature/Setting: Automate invoicing and overdue follow-ups; use Invoice API, automate reminder emails upon due date triggers.
3.14. Salesforce
• Feature/Setting: Automate payment task creation upon enrollment; use Process Builder or Flow Builder to automate based on contact records.
3.15. Microsoft Outlook
• Feature/Setting: Automate calendar invites/reminders for payment deadlines; use Calendar API to schedule events.
3.16. Xero
• Feature/Setting: Automate invoice and email reminder on fee due creation; use Invoices API, setup email templates for automated reminders.
3.17. Pabbly
• Feature/Setting: Automate multi-channel reminders and payment collection links; use Payments API, setup automated workflows for overdue.
3.18. ActiveCampaign
• Feature/Setting: Automate email/SMS reminder campaigns; use Automations with API webhook triggers based on due status.
3.19. HubSpot
• Feature/Setting: Automate tasks and email reminders on fee milestone; use Workflows API, automate based on contact properties.
3.20. Intercom
• Feature/Setting: Automate in-app/student portal notifications when payment is due; configure Message API with segment-based campaigns.
3.21. Zoho CRM
• Feature/Setting: Automate follow-up tasks, email, or SMS upon lead conversion to student; use Workflow Rules API and SMS Integration.
3.22. Monday.com
• Feature/Setting: Automate project board item creation and deadline reminders for fee due students; use Board API, automation recipes.
3.23. Telegram
• Feature/Setting: Automate bot notifications for fee reminders; use Bot API with scheduled messages per student chat ID.

Benefits

4.1. Reduces manual workload and error-prone fee tracking with automation.
4.2. Ensures timely payments with consistent, automatedly-timed reminders.
4.3. Automates real-time finance visibility and reporting for administrators.
4.4. Improves student satisfaction by automating communication and transparency.
4.5. Cuts operational costs through automating scalable, repeatable processes.
4.6. Boosts collection rates with targeted, automatable multi-channel reminders.