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Accountant — fee collect daily

Who else: school_admin uses the same fee UI under Students → Student Fees. Principal/VP do not collect on web. Only school_admin approves discounts / voids / fee overrides.

How to open collect (Accountant)

Your default sidebar may not show “Student Fees”. Use one of these:

| Path | Clicks | | --- | --- | | A — Student list | Students → search → row Pay fee / Collect | | B — Due list | Account Section → Due Fee Record → open student → collect | | C — Granted menu | If School Admin gave you Student Fees → open /portal/fees → Collect Fees |

If the Pay fee button is missing, ask School Admin to grant Collect / Pay fee on your employee permissions.

Collect flow

Numbered steps

  1. Open the student fee profile (paths A/B/C above).
  2. Tick months / one-time charges to collect.
  3. Apply coupon only if school policy allows. Large discounts / overrides → My Approval Requests.
  4. Enter tender (cash / UPI as offered).
  5. Partial: set promised due date → confirm.
  6. Excess: confirm wallet credit; system covers whole future months only.
  7. Success modal → print A4 or 80mm → hand slip to parent.
  8. Close; verify updated due + wallet on the profile.

End-of-day

  1. Account Section → Daily Collection — match cash/UPI.
  2. Due Fee Record — see remaining / PYD.
  3. Optional: Due Fee Notice → Send Notice.

Follow-ups

  1. Open promises on the profile — remind before the date breaks.
  2. Do not invent rate changes; ask school_admin to fix Manage Class Fee.