How to manage students fees?
How to add Fees Type?
To add fees type, go to Fees Collection > Fees Type then enter Name, Fees Code and Description and then click on Save button. You can view this added record in the Fees Type List on right side of the page.
To edit fees type click on Edit icon and to delete fees type click on Delete icon present in the fees type list.
How to add Fees Group?
To add fees group, go to Fees Collection > Fees Group (fees group is collection of different types groups, here you can create fees like Class 1 General – I Installment, II Installment fees, month wise fees, admission fees, transport fees, Class 2 General – exam fees, caution fees) then enter Name and Description and then click on Save button. You can view this added record in the Fees Group List on the right side of the page.
To edit fees group click on Edit icon and to delete fees group click on Delete icon present in the fees group list.
How to add Fees Master?
To add fees master, go to Fees Collection > Fees Master (In fees master, we select fees type and fees group and after that we assign students for fees group.) then select Fees Group, Fees Type and Due Date then enter Amount (fees amount for selected session), Fine Type (None, Percentage, Fixed Amount, or Cumulative). Finally, click the Save button. You can view the added record in the Fees Master list on the right side of the page
If the Cumulative option is selected, you can see the addition fields such us per day, add fine, Total Over Due, Total Amount will be option in below.
How to add Fees Discount?
To add a fee discount, go to Fees Collection > Fees Discount. Now fill in the discount name, discount code, discount type (percentage or fixed amount), and description, and click on the Save button. You can view this added record in the Fees Discount List. If the Discount type is a percentage, you can offer discounts of 10% or 20% etc. If the Discount type is “Fix Amount,” we can apply a discount in fix amount.
To assign / view students, click on the Assign / View Student icon, which is shown in the Action column in the fees discount list. By clicking on this icon, it will redirect you to the Assign Fees Discount page. Now select Class, Section, Category, Gender, and RTE, and then click on the search button. The student list will be displayed, and you can select the student to whom you want to assign the fee discount by checking the box, then click the Save button to assign the discount to the students.
To edit fees discount click on Edit icon and to delete fees discount click on Delete icon present in the fees discount list.
How to Collect Fees?
To add collect fees, go to Fees Collection > Collect Fees then select Class and Section and then click on Search button. You can also search by keyword in Search Text Box and click on Save button.
To view fees detail click on Collect Fees button present at Action column in the student list, at click of this button Student Fees page will be open. Here you can see all assigned student fees details. To collect fees click on Add (+) icon present in action column, at click of this icon modal will be open. Fill all the details entries Date, Amount, Discount Group, Discount, Fine, Payment Mode (Cash, Cheque, DD, Bank Transfer, UPI, and Card) and Note (if you have any note) and then click on Collect Fees button.
after click on collect fees, so that fees has been collected and you can see fees status as paid in status column.
Now to print fees receipt to click on Print button which is showing in Action column.
Now in Revert button visible for reverting this fees which is also showing in Action column.
when you click on revert icon, revert confirmation model will be open.
now click on Revert button, so that student fees will be reverted.
To collect multiple fees, at the same time select multiple fees from left check boxes then click on Collect Selected button, so that collect selected model will be open, in this model you can see the multiple fees and below pay button available, simply click on pay button, multiple fees will be collected.
How to check Fees Collection Report?
To check fees collection report, go to Report > Finance click on Fees Collection Report. Here please select the Search Duration, Class, Section, Fees Type, Collect By and Group By and then click on Search button. The list of searched record will be shown in the below of the page.