From payment request to reconciliation.
InstiPays connects the important parts of payment collection into one organized workflow—helping institutions collect, track, reconcile, and manage payments more efficiently.
Set Up
Customers
Billing
Payment
Reconcile
Settlement
The workflow
A simpler way to manage payments.
Each part of the payment journey stays connected, giving your institution and your customers a clearer experience.
Set up your institution
Create your institution account and configure the information your team needs to manage payments.
What happens
- Set up your institution profile
- Create staff accounts and roles
- Configure payment and settlement information
- Organize your customers or students
Add customers
Create customer or student accounts so every payment can be connected to the right person.
What happens
- Import or create customer records
- Maintain account information
- Assign customer identifiers
- Keep payment history organized
Create bills
Add the fees, balances, or payment requests that your customers need to settle.
What happens
- Create tuition or service fees
- Add registration and miscellaneous charges
- Track outstanding balances
- Keep billing information visible
Customers pay
Customers get a clear payment experience where they can review what they owe and complete their payment.
What happens
- Review outstanding balances
- Choose what to pay
- Complete payment online
- Receive payment confirmation
Track & reconcile
InstiPays organizes transaction information so your team can monitor payments and reconcile collections.
What happens
- Monitor successful transactions
- Identify pending payments
- Match payments with customer accounts
- Review transaction history
Settlement
Keep settlement information organized so your institution can track where collected funds are going.
What happens
- Track settlement activity
- Review settlement records
- Monitor collected amounts
- Keep financial records organized
For your team
Less time checking payments.More time running your institution.
Instead of piecing together payment information from spreadsheets, screenshots, bank records, and different channels, your team gets a more structured payment workflow.
Explore solutionsOne payment workflow
Bring billing, payments, transaction tracking, and reconciliation into one organized process.
Better visibility
Give your team a clearer picture of collections and outstanding payments.
Organized records
Keep customer, billing, and transaction information connected and easier to review.
Customer Account
John Doe
Outstanding Balance
₱12,500.00
For your customers
Make payments easier for the people you serve.
Customers can see their outstanding balances and payment details clearly, reducing confusion and unnecessary back-and-forth with your staff.
Ready to simplify?
Your payment workflow can be simpler.
See how InstiPays can help your institution bring payment collection and reconciliation into one organized workflow.