Payments

Before a student is enrolled, ask for the advance from their conversation. Paying it enrols them on the course, room and dates you choose here.

1. 01

   Step 1: Open the conversation

   In the Inbox, open the person and choose their Email or WhatsApp tab. Choose ⋮ › Payment to open Send advance payment.

2. 02

   Step 2: Say what they are booking

   Under What they are booking, choose the Course and Room. The fee comes from your price list.

   • Batch is optional, and paying books them onto it.
   • Price picks the international or domestic fee, starting from their country.
   • Discount is optional, and needs a reason under Why.
3. 03

   Step 3: Choose how they can pay

   Under How they can pay, tick your gateways and Bank transfer / UPI. A gateway that cannot take the fee's currency is greyed out.

4. 04

   Step 4: Set the advance

   Drag the ring, type Advance to ask for now, or pick a share such as 25%, 50% or Full fee. The Summary shows the fee, the total and Balance, payable later.

5. 05

   Step 5: Check the email

   Click Next: the email. Change the Subject or the words if you like, and click Preview the email to see it as they will.

6. 06

   Step 6: Send it

   Click Send advance request. On their enquiry, Payment progress lists it as Awaiting payment.

On the WhatsApp tab, the second step is Next: the message, with a box to Email it as well. The button is Send advance request on WhatsApp.

With the default roles, the owner or the salesperson holding the enquiry can ask. Only one advance waits at a time, so a new one replaces the last.

Once they are enrolled, ask for the rest from their enquiry or student page. You can never ask for more than they still owe.

A chat request reaches the student as a Payment request card with Pay now. Paying it does not enrol them; when you enrol them, the money joins their booking.

Money paid to you some other way, such as cash, goes in with Add payment received on the student's page.

Unless you change it, an advance email is titled "Your advance for" and the course name, and a later one "Your payment for". Each lists the fee, the amount asked and the balance, above a button to pay.

On WhatsApp, the message has a Pay now button. It goes as your approved payment template, or as an ordinary message if they wrote in the last 24 hours. Otherwise the popup says why before anything is sent.

Every link opens your payment page on yogatribex.com, with no sign-in. It offers the ways to pay you ticked in the popup, or all of yours for other links:

• Payment due, the Amount to pay, and a Reference with Copy
• The course, dates and room it is for
• You are paying [your school] directly. above every way to pay
• Pay online, with each of those gateways that takes this currency
• Ways to pay, with your Bank transfer details and UPI ID, each with Copy, and your QR code
• Your Payment guidelines

Razorpay and PayU take Indian rupees only. Stripe takes whatever your Stripe account accepts.

1. 1

   Choose a gateway

   Under Pay online.

2. 2

   Pay on its page

   Card details go to the provider, never to your page.

3. 3

   Confirmed

   Your page says it is paid, with Download receipt.

4. 4

   Enrolled

   When it was an advance asked for in the Inbox.

They choose a gateway and click Pay [amount] now. Back on your page, Confirming your payment… checks with the provider before calling it paid.

If they close the page before coming back, the payment is still checked with your gateway and recorded.

An advance asked for in the Inbox then enrols them on the terms you sent, and emails their login. The bell tells whoever holds the enquiry, or everyone working enquiries if nobody does.

A transfer happens outside YogaTribex, so the student tells you they paid, and only you can confirm it.

1. 01

   Step 1: The student tells you

   They pay from their bank or UPI app, then click I have paid by bank transfer or I have paid by UPI. They enter the Transaction ID / UTR and click Submit for verification.

2. 02

   Step 2: See it arrive

   Their page now says Waiting on the school. For a request you emailed or sent on WhatsApp, the bell says they have paid. The enquiry shows Says they have paid, with the Submitted ID / UTR.

3. 03

   Step 3: Check your account

   Find the amount and the UTR in your bank or UPI app.

4. 04

   Step 4: Mark it received

   On the enquiry, click Mark received, then Yes, it has arrived. Or open Finance › Payments, filter by Awaiting confirmation, and click Confirm.

With the default roles, only the owner and the accountant can confirm money. A salesperson can ask for it, but not confirm it.

Each request is listed under Payment progress on the enquiry, with its state, such as Awaiting payment, Says they have paid or Paid.

• Copy link copies its payment page, to send any way you like.
• Send again emails the same link again, for an emailed request still Awaiting payment.
• Withdraw, then Withdraw it, stops the link taking payment, and its page reads Withdrawn. The student is not told, so let them know.

Every payment you have received has a PDF receipt, and you and the student download the same one.

• The student clicks Download receipt on the payment page, or under Payments in their portal.
• You open Finance › Payments, click View on the payment, then Download receipt.

The student is also emailed "Payment received" with the reference, when their advance is complete and when the fee is paid in full.

Finance › Payments lists every payment, with totals for each currency kept apart. Filter by Received, Awaiting confirmation, Failed, Refunded or Waived, and see what your gateways reported under Online payments.