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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 | Sidebar / path | Route | | --- | --- | --- | | Fee Management hub | Students → Student Fees | /portal/fees | | Collect tab | Fee hub → Collect Fees | /portal/fees/collect | | Student fee profile | Fees list, student row Pay fee, or student detail | /portal/fees/students/[id] | | Due Fee Record (unpaid / PYD) | Account Section → Due Fee Record | /portal/account/due-fees | | Invoices / history | Invoices & Receipts | /portal/invoices |

Accountant paths: Accountant fee collect.

Collect — numbered steps

  1. Go to /portal/fees.
  2. Search student by name, admission no, or class.
  3. Open the fee profile.
  4. Select months and any one-time charges to pay.
  5. Apply coupon if allowed.
  6. Enter amount received (cash / UPI / mixed as UI allows).
  7. If amount < due (partial):
    • Enter a promised due date (required).
    • Confirm; a payment promise is stored for follow-up.
  8. If amount > selected dues:
    • Leftover goes to the student wallet.
    • System auto-applies wallet to whole future months only (no partial month from wallet).
  9. Confirm payment.
  10. On success modal: print A4, 80mm thermal, or export if offered.
  11. Close modal; profile shows updated dues, wallet, and cover preview.

Partial promise follow-up

  1. On the student fee page, open promises.
  2. Extend date, send warning, or (admin) suspend parent login when policy requires.
  3. Broken/past-due promises are flagged by the scheduler — clear them by collecting.

Receipts reprint

  1. From payment history / invoice on the profile, open receipt.
  2. 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.