Enabling payments within Enquiry Forms allows you to collect fees at the time of enquiry submission. This helps streamline your admission process and ensures better lead management.
Why Enable Payments in Enquiry Forms?
By adding a fee to your enquiry form, you can:
Filter Serious Enquiries : Charging a fee at the enquiry stage ensures that only genuine and committed parents submit enquiries, reducing unqualified leads.
Build a Structured Admissions Pipeline : Each enquiry with payment is properly recorded along with invoice details, helping you maintain a well-organized admissions process.
Improve Administrative Efficiency : Fee collection is automated and directly linked to the enquiry. This reduces manual work and ensures accurate tracking of payments.
Note: This feature is available only for Enquiry Forms.
Steps to Enable Payments in an Enquiry Form
Step 1: Create or Edit an Enquiry Form
Navigate to Enquiries → Enquiry Forms.
Click Create Form to create a new enquiry form.
Add the required enquiry fields as usual.
Step 2: Add the Enable Fee Field
In the New Field section, locate the Enable Fee field.
Drag and drop (or double-click) the field to add it to your form.
Click Add Fee.
Step 3: Configure Fee Components
Add the required fee components similar to how you configure Fee Plans.
This ensures:
An invoice is automatically generated for each submission.
Payments are accurately recorded.
Proper fee tracking is maintained.
Step 4: Select Payment Method
Choose one of the following options:
Online – Parents can pay online only.
Offline – Payment can be collected offline later.
Both – Parents can choose either online or offline payment.
Complete the remaining form settings as required.
Step 5: Share the Form
Once configured:
Share the form link with parents, or
Embed the form on your website.
You can now start receiving paid enquiries.
Prerequisite for Online Payments
To accept online payments, you must have an Online Payment Gateway configured in your Illumine account.
If a payment gateway is not set up, only offline payment options will be available.
Monitoring Payments for Enquiry Forms
Each time a parent submits the enquiry form:
A new Enquiry is created in the system.
An invoice is automatically generated (if payment is enabled).
To check payment details:
Open the specific Enquiry.
Navigate to the Invoices tab.
View invoice status and payment details.
This allows you to easily track which enquiries have completed payment and which are pending.
