Payment Collection & Transactions
How to Collect Instant Fee
To collect an instant fee, the Admin/Privilege user needs to perform the below steps: Step 1: Go to Menu > Administration > Finance > Fee > Instant Fee Step 2: Click on the Pay fees option. Step 3: Click on the Radio button to choose the type of ...
How to create Instant Fee
As per the requirement of the institute, an admin or privileged user can collect the specific fees anytime from the Student/Employee/Guest as an Instant Fee. There will not any due date for instant fees. To create or manage such Instant Fee, the ...
How to create Tax Slab
If the institute is having tax slab for fees, the admin/privileged user can create tax slabs in which the tax will automatically get calculated inside the portal. In order to enable and create tax slab, the user has to perform the below steps: Steps ...
How to Create/Edit/Delete the “Fee Category”
Fees will be different for different batches/semesters. The fee category will help institutions to configure this batch-wise. This fee category can be used for scheduling the fee collection date in the next step. To ...
How to configure “Create Fee”
Once we have created master particulars and master discounts, we are ready for updating fee structure for batches (Class/Section/Intake/Semester). As a first step, we need to switch to the financial year in which we are planning to create the fees ...
How to Create Master Fees and Master Particular
Using this option, an admin or the privileged employee can create the “Master Particular and Master Discounts”. This master particular name can be used while creating fees. Later you can check particular wise transaction reports from the finance ...
Steps for Creating Fees
Steps to configure the Fee are as follows: Go to Menu > Administration > Finance > Fee Create the “Master Fee” Configure “Create Fee” Create Fee Category. Create the Particulars. Create Discounts. Configure the Generate Fine option. ...
How to configure the “General Settings” in Finance
Using general settings, Admin, or the privileged user can configure the required settings to manage the different fees for your institution. Go to Menu > Administration > Finance > Finance Settings > General Settings Here, configure general settings ...
How to configure “Printer Settings”
Steps to configure the printer type and paper size used for printing of the receipts are as follows: Go to Menu > Administration > Finance > Finance Settings > Printer Settings Receipt printer type: Select the receipt printer type as Normal, Dot ...
How to configure “PDF Settings”
The Admin or privileged user needs to configure the PDF settings in the format in which the institute requires the receipts. Steps to follow to configure pdf settings are: Go to Menu > Administration > Finance > Finance Settings > PDF Settings Select ...
How to configure “Receipt Templates”
To design custom templates with header and footer for fee receipts, the user needs to perform the below steps: Go to Menu > Administration > Finance > Finance Settings > Receipt Templates Click on the “New” option to create a receipt template. Add ...
How to configure “Receipts Sets”
Institutions may have different receipt sets related to different accounts. For example, if we have a separate account for college and management, the receipt number may be different for both accounts. Steps to setup “Receipts Sets” ...
How to create Fee Accounts
The institution may have different Fee Accounts in which the Fee is getting submitted. For example, institutions may manage separate accounts for school and management. The user needs to create all the accounts under the finance settings. Steps to ...
How to create Financial Year
A financial year is a year duration that needs to be defined in the portal under which all the financial operations such as Student Fee Collections can be managed. To create the financial year inside the portal, Admin or the Privilege user needs to ...
Configure the Finance Settings
For configuring the Fee Collection, the Admin/Privilege user need to do some basic finance settings which include: General Settings: To configure settings required to manage the different fees in your institution. Printer Settings: To configure the ...
Fee Module Configuration
A user can collect the Fee using the Fee Module inside the institution portal. In order to do it, the Fee configuration needs to be done by the Admin/Privilege user. A fee structure that is defined for the payment period by the institution can be ...
Fee Module - Work Flow
How can I view Student-wise Fees Report?
The Student-wise Report displays all the fees that a student has paid and is due to pay for the current batch as well as previous batches. The following types of fees may be listed: General (finance) fees Hostel fees Transport fees Instant fees ...
Can I collect and process all types of student fees from a single view?
You can collect and process all types of student fees, such as Finance fee, Transport fee, and Hostel fee right from the Finance module. If you are collecting fees batch-wise: At the top of your dashboard, click the module access icon ...
How to exclude students when scheduling fee collections?
Go to the student's profile. In the top right, click More > Fees. Click Student fees preferences as depicted in Fig 1. Fig 1. Select the condition applicable for the ...
About Fee Receipts List
The Fee Receipts page (Module access icon > Administration > Finance > Finance Reports > Fee Receipts) lists all the fee receipts for payments made by employees, students, and guest users against fee collections. It includes Finance fee, Hostel Fee, ...
About Fee Transaction Reference Number
When collecting fees from students, for every transaction created in the institution portal (Finance, Hostel, Transport, and Instant Fee), you can provide a reference number based on the payment mode. The reference number can later be used to search ...
Can I view all reverted/deleted transactions ?
The following transactions when reverted/deleted will be listed in the Reverted transactions page: Finance fee Transport fee Hostel fee Library fine Instant fee Income and Expenses (Salary, Inventory, Sales in Inventory, Custom finance ...
Can I create instant fee particulars or fee discounts at the time of collecting fees?
Yes, when collecting fees from a student through the Finance module, you can create an instant fee particular or an instant fee discount. You can collect fees: By year – Module access icon > Administration > Finance > Fees > Collect the Fees > Fee ...
Can I specify a custom fee payment date?
When paying finance fees, you can now select a past or future date and create a fee payment transaction. In the Finance module, the Payment date field is available on the following screens: Fee Submission by Course – Click the module access icon ...
How do I revert a Fee refund?
You can revert a fee refund for a student at any time. At the top of your dashboard, click the module access icon > Administration > Finance > Fees > Fees refund > Apply refund to open the Apply refund page. Enter the name or admission number to ...
How do I edit or delete an existing refund rule?
You can edit or delete a refund rule at any time. At the top of your dashboard, click the module access icon > Administration > Finance > Fees > Fees refund > Create refund rule to open the Create fee refund page. In the top right, click the View ...
How to create a Fee refund rule for Fee collection?
At the top of your dashboard, click the module access icon > Administration > Finance > Fees > Fees refund > Create refund rule to open the Create fee refund page. Fig 1. In the Fee ...
How to manage fee particulars and fee discounts from student fee collections?
You can add and remove fee particulars and fee discounts from student fee collections from the Manage Fee Collections page. Note: If a student has paid the fees towards a fee collection, newly created fee particulars and fee discounts cannot be ...
How can I Edit/Delete a scheduled fee collection?
You can edit or delete a fee collection only if you haven’t started processing student fee payments. Once a student has paid the fees, you cannot edit or delete the fee collection. At the top of your dashboard, click the module access icon ...
How can I schedule a fee collection?
At the top of your dashboard, click the module access icon > Administration > Finance > Fees > Schedule Fee Collection Dates > Create Fee Collection to open the Create Fee Collection page. ...
What is meant by scheduling student fee collections?
A student fee collection is scheduled on a fee category that you’ve created. The fee category defines the batches the fee collection will apply to. So before scheduling a fee collection, make sure you have created the necessary fee categories, fee ...
How can I set up and edit / delete fines for late fee payments?
You can set up fine slabs that define the amount the students will be charged in case of late fee payments. At the top of your dashboard, click the module access icon > Administration > Finance > Fees > Create Fees > Generate Fine. ...
How to Create / Edit / Delete student fee discount?
Create Fee Discount: Your institution may offer fee discounts to students. For example, a fee discount may be given to the student whose parent(s) is employed at the institution. Fee discounts can be set up and applied at the time of processing ...
How can I Create / Edit / Delete a fee particular?
Create Fee particular: Fee particulars are various type of fees that a student may be required to pay after admission. Fee particulars are created under a fee category for specific batches, for specific students, or for a student category. At the top ...
How can I Create / Edit / Delete a Fee Category?
Create a Fee category: To create any Fee collection, initially create different fee categories under which different fee types / particulars can be grouped. At the top of your dashboard, click the Module Access ...
What is fee collection and how to set it?
A fee collection is a payment period during which fees defined by the institution is collected from students. It can be at the beginning of an academic year or at the beginning of each semester/term. Before scheduling student fee collections, the ...