Fee collect & receipts
Collect tuition and extras, print A4 / thermal receipts, and understand wallet auto-cover.
Who else: school_admin and accountant collect via Account Section. Principal / VP do not have Account Section on default web menus — they hand fees to the counter. Approvals for discounts / voids / overrides → Approvals (school_admin only).
Collect mind map
Open collect screens
| Screen | Route |
| --- | --- |
| Fee collect / search | /portal/fees |
| Student fee profile | from Fees list or student row |
| Invoices / history | /portal/fees invoices area (as labeled) |
| Class-wise dues | Fees → class-wise (wallet / cover columns) |
Collect — numbered steps
- Go to
/portal/fees. - Search student by name, admission no, or class.
- Open the fee profile.
- Select months and any one-time charges to pay.
- Apply coupon if allowed.
- Enter amount received (cash / UPI / mixed as UI allows).
- If amount < due (partial):
- Enter a promised due date (required).
- Confirm; a payment promise is stored for follow-up.
- If amount > selected dues:
- Leftover goes to the student wallet.
- System auto-applies wallet to whole future months only (no partial month from wallet).
- Confirm payment.
- On success modal: print A4, 80mm thermal, or export if offered.
- Close modal; profile shows updated dues, wallet, and cover preview.
Partial promise follow-up
- On the student fee page, open promises.
- Extend date, send warning, or (admin) suspend parent login when policy requires.
- Broken/past-due promises are flagged by the scheduler — clear them by collecting.
Receipts reprint
- From payment history / invoice on the profile, open receipt.
- Print again using print-doc templates from Setup.
Tips
- Prefer exact months selected; let wallet cover the next full months.
- Class-wise Wallet / Cover column shows how far advance money reaches.
- Deep theory: Fee collection workflow.