Fee Collection & Transactions
35 articles
Fee module workflowThe right order to set up and collect fees, from the financial year to collection, receipts and reports.Fee module configurationThe three core steps to prepare the Fee module before collecting fees from students.Configure the finance settingsAn overview of the finance settings needed before collecting fees, and the order to set them.How to create a financial yearDefine the financial year under which all financial operations, such as fee collection, are managed.How to create fee accountsEnable multiple accounts, create separate fee accounts and link them to fee categories.How to configure receipt setsCreate separate receipt number sequences for each account, with a prefix and starting number.How to configure receipt templatesDesign fee receipt templates with a custom header and footer, and preview them.How to configure PDF settings for receiptsSet institution detail alignment, show or hide the signature, and add a custom footer to PDF receipts.How to configure printer settingsSet the receipt printer type, paper size, template and receipt header.How to configure the finance general settingsEvery finance general setting explained — receipt mode, multiple accounts, invoices, advance payments and fines.Steps for creating feesThe full sequence for creating fees — master fees, categories, particulars, discounts, fines and scheduling collections.How to create master particulars and master discountsCreate standard particular and discount names used when creating fees and in transaction reports.How to configure Create FeesChoose the right financial year, then set up categories, particulars, discounts and fines for batches.How to create, edit or delete a fee categoryGroup fee types into categories per batch and link them to an account, template and receipt set.How to create, edit or delete fee particularsDefine fee components and amounts for a batch, specific students or a student category.How to create, edit or delete student fee discountsCreate fee discounts for a batch, a student category or specific students, as a fixed amount or percentage.How to set up, edit or delete fines for late fee paymentsCreate fine slabs applied automatically a set number of days after the due date.How to create tax slabsSet up tax slabs that are calculated automatically on fees when needed.How to create instant feesSet up fees that can be collected at any time from a student, employee or guest, with no due date.How to collect instant feesCollect an instant fee from a student, employee or guest and issue the receipt.What is a fee collection and what does scheduling it mean?What a fee collection period is, and what to set up before scheduling collections for batches.How to schedule a fee collectionCreate a fee collection for selected batches with start, end and due dates and a fine.How to edit or delete a scheduled fee collectionChange or delete a collection before students start paying.Manage particulars and discounts in a fee collectionAdd fee particulars or discounts to an existing collection, or remove them.How to create a fee refund ruleSet up a refund rule for a fee collection as a percentage or amount, with an expiry date.How to edit or delete a refund ruleEdit or delete refund rules at any time.How to revert a fee refundCancel a fee refund applied to a student.Can I set a custom fee payment date?Record a payment with a past or future date, and the screens where the payment date field is available.Can I add a particular or discount while collecting fees?Create a fee particular or discount at the moment of collection from the fee collection screens.How to view reverted or deleted transactionsTrack every financial transaction that was reverted or deleted, who did it and when.Fee transaction reference numberEnter a reference number for each payment based on the payment mode, and use it to find receipts.Fee receipts listView all fee receipts and their details, search for them and print them.How to exclude students when scheduling fee collectionsStop fee collections being created for a student in their current batch or permanently.Collect all types of student fees from a single viewCollect tuition, transport and hostel fees together, by batch or for each student.How to view the student-wise fee reportSee everything a student has paid and owes across current and past batches, and export it.