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Wallet & passbook

How advance money, arrears, and net balance show up on a student — and where to read the school’s money “passbook”.

Advance vs arrears

| Concept | Meaning | | --- | --- | | Arrears / outstanding | Unpaid dues (months, charges, previous-year carry-forward, broken promises). Parent still owes. | | Advance / wallet | Excess tender or prepaid credit sitting in the student wallet. Covers whole future months only when auto-applied. | | Promises | Partial pay with a promised due date — still arrears until cleared. |

Deep counter rules: Fee collection workflow.

Finance summary fields (student fee profile)

| Field | Meaning | | --- | --- | | total_outstanding_dues | What is still owed | | wallet_balance / wallet_advance | Prepaid credit on the student | | net_balance | Combined position used for gates such as TC / Struck Off (negative ⇒ student owes) | | previous_dues / previous-year arrears | Carry-forward from prior session | | wallet_covers_until | How far wallet auto-cover reaches |

Parents see dues, wallet, and discipline alerts on My Fees (web + APK).

Passbook-style ledgers (Account Section)

Treat these Account Section screens as the school’s collection passbook. school_admin and accountant (default menus):

| View | Route | Use | | --- | --- | --- | | Daily Collection | /portal/account/daily-collection | Day’s receipts / counter total | | Monthly Ledger | /portal/account/monthly-ledger | Month roll-up | | Yearly Ledger | /portal/account/yearly-ledger | Session / year roll-up | | Due Fee Record | /portal/account/due-fees | Who still owes | | Student fee profile | /portal/fees | Per-student history + receipts |

Match end-of-day cash to Daily Collection before locking the day.