Articles:
- Import customer base
- Bulk actions in the database
- Adding Custom Fields in CRM
- Kwiga CRM basic version
- Login Log
- How to change the payment schedule for a student
- How to mark a partial payment as paid
- How to mark a subscription as paid (via the platform)
- How to Filter Contacts Who Filled Out the Form but Didn’t Pay
- How to Email a Participant
- How to Collect Additional Information During Registration or Purchase on the Platform
How to record a subscription payment in the CRM if the client made the payment outside the platform (for cases without automatic billing).
The method described below allows you to record a payment only for subscriptions made through the platform (NOT via a payment system). You can check the payment method used in the offer settings under which the student made the payment. Payments made via a payment system refer to automatic deductions processed by the payment system, and the platform cannot influence an already established schedule.
To mark one of the payments made through the platform as paid, go to Contacts, find the relevant client (student), open their contact card, and navigate to the Orders tab. Click on the order number.
Scroll down on the opened page to the Payments section. Next to payments marked as unpaid, you will see a pencil icon—click it to edit the payment.
In the open window, mark the payment as paid (using the toggle switch) and save the changes. You may leave a comment for yourself or your colleagues; it will not be visible to the student.
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