Fees & payments

Open the Fees tab — it shows the total, what is paid and the balance, month by month.

Fees → Pay. You can pay with UPI, cards or net banking (secured by Razorpay). The receipt appears under Receipts once the payment is confirmed.

Fees → Receipts. Tap a receipt to save or share the school’s official PDF receipt.

Payments made at the office appear after the receipt is saved there. If it is still missing the next day, show your receipt to the office.

Finance → Fee Reports → Fee Defaulters lists everyone with a balance, biggest first. Call or WhatsApp the parent from the row, then open it to note what they said and the date they promised to pay. The Promise missed tab shows who didn't.

Fee Reports → Last Year Due shows each student's carried-over balance and how much has been collected.

Fee Reports → Discount Register lists every discount this year by student, with the fee it was for and the remark. Open a student to see each entry.

Fee Reports → Fee Head Summary: tuition, hostel, transport, admission and last-year due across the rows School fee, Discount, Applied fee, Paid and Balance, with a class filter, Excel export and a class-by-class table. Paid is shared across fee heads in proportion, because receipts aren't split by head.

Fee Reports → Monthly Collection → Day book. Pick the day to see cash, UPI, card and cheque totals and each collector's receipts. Cash is the amount to hand over.

Finance → Extra Fees → New charge: name it, set the amount, choose a class (or search students), then open the charge and press Collect for each student who pays. Payments can be undone.

Finance → Fees → Pay Fee. Search the student by name or admission no., enter the amount and mode (cash, cheque, online…), add the cheque / reference no. and bank when asked, and Save. The receipt number is given by the server and the receipt opens for printing.

Receipts are never deleted. Open the receipt in Pay Fee (or Transactions) and Cancel it with a reason — it stays in the list marked cancelled and no longer counts as paid. Then make the correct receipt.

Payments clear the oldest dues first. One-time / other fees sit in April; a discount comes off the last months. Anything paid beyond all dues shows as advance.

Check the amount — saving anyway records the extra as advance for that student.

Finance → Fees → Paid / Unpaid lists every student with due, paid and balance; filter by class and export to Excel. Annual shows the year's totals by class and fee head.

Use Communication → Messages: pick the class (or one student's family), choose In-app and write the reminder (SMS will be available once a provider is connected).

Settings → Fee configuration, per class for the academic year.

Finance → Receipts. Search by receipt number, student name or admission number, then press PDF to download it or View to print it.

Yes. Tick the receipts you want and press “Download selected (PDF)”, or “Download all” for everything the filters show. One PDF holds up to 500 receipts, one per page. “Export list (Excel)” gives the list as a spreadsheet.

There are two: Template 1 (modern, the default) and Template 2 (the Accevate-style receipt). Pick one in Settings → Receipt & Billing (with a preview of each), or from the “Receipt design” box on Finance → Receipts. It applies to printing, Pay Fee and the PDF downloads.

The balance at the moment of payment isn't stored, so a receipt opened here leaves that line out rather than show today's balance. Cancelled receipts are stamped CANCELLED.

A cheque taken at Pay Fee starts as Uncleared. When the bank confirms, mark it Cleared — or Bounced if it came back. Cheques imported from the old software count as cleared.

Mark it Bounced, cancel that receipt in Pay Fee with the reason “Cheque bounced”, and collect the fee again. Bounced cheques also appear in Notifications.

Finance → Expenses → Add. Open an expense to edit it; use the period filter to see a month or the year.

Finance → Financial Reports → Overview: each headline card shows the change against the same period last year. Pick a month at the top to compare just that month. Print / PDF saves the page.

Financial Reports → Budget vs Actual: type a yearly amount for each category (Mess, Maintenance, Salaries…) and Save. Each bar shows what has been spent and a marker for where spending should be by today; categories over budget are listed at the top.

Financial Reports → Collection Analysis: the running total by month, cash against digital by month, a day-by-day calendar, who collected the most, and discounts given.

Reports count only expenses marked paid. Open the expense and set it to paid.

Not yet — the Payroll page is a placeholder. Staff salary history shows in the teacher app from imported data.

Fee position (due, collected, balance), collections by class and month, and paid expenses for the period, all in India time.