Accountant — fee collect daily

Primary screen: /portal/fees (Student Fees).

Who else: school_admin Account Section also reaches the same fee UI. Principal/VP do not have Account Section. Only school_admin approves discounts / voids / fee overrides.

Collect flow

Numbered steps

1. Go to /portal/fees.
2. Search by name, admission no, class, or phone.
3. Open the student fee profile.
4. Tick months / one-time charges to collect.
5. Apply coupon only if school policy allows. Fee overrides and large discounts always go through My Approval Requests — wait for school_admin.
6. Enter tender (cash / UPI as offered).
7. Partial: set promised due date → confirm.
8. Excess: confirm wallet credit; system covers whole future months only.
9. On success modal → print A4 or 80mm; hand slip to parent.
10. Close; verify updated due + wallet on the profile.

Follow-ups

1. Open promises on the profile — remind parents before the date breaks.
2. Class-wise dues (if you can open class lists) — prioritize high arrears.
3. Do not invent rate changes; ask school_admin to fix class fees.

Related

• Fee collection workflow (wallet-first detail)
• School Admin fee collect (same UI, admin context)
• My approval requests