# Payment # Payment This payment is used to receive payment from parents/students for their monthly invoices.
How to take the payment? Ans: From the side menu bar, under Invoice & Payment, find the Payment options and click on them. Search for the name of the Students you wish to take the payment for. Upon selecting the student you will see the total due for that student, and in “Received Amount”, add the amount paid by the parents/students.
How to change the payment method? Ans: On the payment page, after you have selected the student. Under “Payment Method”, you can switch between various payment options according to the requirement.
Why is it necessary to select the payment method? Selecting the right payment ensures a proper report later from which mode the payment has been done with the amounts if the school wishes to view them.
# Quick Payment This type of payment is used to receive payment from students for minor fees, which necessarily does not need to be included on the main invoice and the students will make the payment for that individual fee/ item, making it a quick transaction. Eg. For Students who purchase stationery items from the school, where they can directly pay for that item, he gets the receipt for that item, he would not want that item to be included in their main invoice.
and click on it. Search for the name of the Students you wish to take the Quick payment for. Upon selecting the student, search for the Fee name, select it, enter the amount and submit it.
# General Payment This type of payment is used to receive payment from the students/parties which is not present in our system. For eg. the passed-out students whose record is not in our system, and if they had come to make the incomplete payment then it can be used.
How to activate General Payment? Ans: Go to the configuration inside settings in the sidebar then activate the “General Payment” inside the Payment Configuration then click on the submit button. Reload the page now you can see the general payment option inside payment in the sidebar.
How to take General Payment? Ans: Go to the Payment option inside Invoices & Payment in the sidebar then click on the general payment then fill in all the blank fields search for the fee that is being paid fill/change the amount if required then click submit.
# Payment Refund This is used to refund the advance amount in a student account. If an extra payment has been made to a certain student and has not been deducted by any invoice then that extra amount can be refunded in case of a student leaving school or parents wanting that amount back.
How to enable Payment Refund? Ans: Search the student name in the top search bar and click on the student name then go to configuration and enable the “Enable Payment Refund” option.
How to Payment Refund? Ans: Go to the payment inside payment & invoices in the sidebar then click on the “Payment Refund” option then search for the student name and click on it. Their total refundable amount is shown on the side of “Refundable Amount”. Now type the amount you want to refund less than or equal to the refundable amount. Fill in the “Received By:” and “Remarks” and then click on submit.
# Payment Rectify This is used to refund the advance amount in a student account based on a certain receipt. The functionality is the same as “Payment Refund” but here extra amount in a particular receipt can only be refunded based on the receipt number.
How to do Payment Reverse? Ans: Go to the payment inside payment & invoices in the sidebar then click on the “Payment Reverse” option then search for the receipt number. Their advanced reversible amount in each topic is shown in the Refundable amount column. Type the amount that is to be reversed in each fee topic less than or equal to the refundable amount. Fill in the “Received By:” and “Remarks” then click on submit.
# Search Payment This is used to find the receipt in a print format. This receipt can be searched based on the receipt number. So, the receipt number must be known to use this feature.
How to use Search Payment? Ans: Go to the payment inside payment & invoices in the sidebar then click on the “Search Payment” option then type the receipt number of payment to be searched.