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Managing Auto-Generated Payment Drafts?

Learn how Lynk automatically creates payment drafts before enrollments end, and how to review, send, or discard them to streamline renewal collections.

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Written by Swathi N

To help coaches collect fees on time and reduce manual follow-ups, Lynk automatically creates payment requests for students with active enrollments.

These requests first appear as Drafts, allowing you to review, edit, send, or discard them before any payment link is shared with students or parents.

This gives you full control over renewal collections while saving time on repetitive payment management.


How and When Drafts Are Created

Lynk automatically generates payment drafts based on a student’s active enrollment timeline.

A draft is created when either of the following happens first:

  • 7 days before the current enrollment ends

  • Before the final 2 sessions of the enrollment

Once triggered, the draft becomes visible in your dashboard for review.


Where to Find Payment Drafts

To access all auto-generated drafts:

Step 1: Open Collections

Navigate to the Collections tab from your Payments dashboard.


Step 2: Select the Draft Filter

Under the payment status filters:

  • All

  • Draft

  • Pending

  • Paid

  • Settled

  • Expired

tap on Draft.


Step 3: Review Draft Requests

You will now see all system-generated payment requests awaiting action.

Each draft displays:

  • Student name

  • Enrollment plan

  • Requested amount

This allows you to quickly verify payment details before sending the request.


Actions You Can Take

Each draft supports two actions depending on the student’s enrollment status.


Send Draft

If the student is continuing classes and the payment details are correct:

  • Tap the Send button

  • The payment request becomes active instantly

  • A secure payment link is automatically shared with:

    • Student

    • Parent

via:

  • SMS

  • WhatsApp

Once sent:

  • The request moves to the Pending section

  • The payment flow officially begins


Discard Draft

If the payment request is no longer needed, tap Discard.

This may apply when:

  • The student is taking a break

  • Enrollment is discontinued

  • You want to create a different custom payment request

Once discarded:

  • The draft is deleted

  • No payment link is sent

  • No notification is triggered for the student or parent


Why Drafts Are Useful

Auto-generated drafts help coaches:

  • Reduce manual payment tracking

  • Stay ahead of enrollment renewals

  • Avoid missed collections

  • Review payment details before sending

  • Maintain better control over recurring fee requests

By preparing requests automatically while still requiring coach approval, Lynk balances automation with flexibility.


Conclusion

Auto-generated payment drafts help streamline recurring collections by preparing renewal requests automatically while still giving coaches complete control before sending them to students or parents.

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