Pending Transactions Details

View pending transactions along with the plan subscription, assigned due date and the pending amount.

1. On the Homepage, under Quick Actions, click on Pending Transactions.
2. On the Transactions page, under Pending tab, the list of all pending transactions will be visible.
3. Check the client names with their plan subscription and amount due against the remainder payment.
4. Click on the client whose Pending Transaction details you wish to view:
   • Client Name, Class enrolled in, Pending Payment and Due Date.
   • Contact details such as Phone number and Email address provided during registration.
   • Total Payable Amount: Plan Subscription Amount, Discount Value, Installment Charges, Paid fees, Unpaid fees, One-time Plan charges etc
   • Fee break up for a detailed reference for you.
5. You can subsequently take the following actions from this page:
   • Send payment reminder
   • Receive/Add Payment
   • Write off
   • Share on Whatsapp