Collect a fee and issue a receipt

Screenshot to be added: the Collect fee page

Take a payment

1. Open Fees > Collect fee.
2. Search the student by name or GR number.
3. Read the panel: Outstanding, Overdue, Advance credit and the open invoices.
4. Type the amount and choose how it was paid: cash, cheque, UPI or another mode.
5. For a cheque, add the bank, the cheque number and the cheque date. For UPI, add the reference number.
6. Choose which invoice the payment is for. An amount above the dues can be kept as Advance credit for a later invoice.
7. Press Collect. Press it once. The payment is saved only once even if you press twice.

The success view shows the receipt number and Collect another.

Print or reprint a receipt

1. Open Fees > Receipts. Choose the period, for example Today.
2. Find the payment. Press Reprint.
3. The receipt shows the receipt number, the amount, the amount in words, what is paid so far and the balance due.

Cheques

A cheque is kept as "Cheque not cleared yet". The dues do not change until the cheque clears. Mark it cleared or bounced under Fees > Accounts overview, in Cheques in clearing. A bounce needs a reason, and the amount becomes due again.

Reverse a wrong payment

Open the payment in Fees > Receipts and press Reverse. Choose a reason and confirm. The receipt shows CANCELLED. The money is added back to the dues. A payment can be reversed only once.

Common questions

The Collect fee menu is missing.

Collecting needs the permission to take payments. Principals can view fees but may not collect. Ask who manages roles.

I entered the wrong amount.

Reverse the payment, then collect again with the right amount.