About Fees Collection
In the Fees Collection module, you can effortlessly manage student Fees Collection and maintain fees-related data. Fees Master is created session wise so you need to enter Fees Master data for every session. In this model, we collect the fees, adjust the fee discount and see the fees collected by the student from the payment id.
Fees collection module workflow:- First we will configure the Fees Type, Fees Group, Fees Master and Fees Reminder and prepare our fees structure for the current session and then we will collect fees of the students then we will search fees payment and search due fees and check all reports and Students can also look for details of fees and can pay fees.
We will create fees structure in smart school by using, Fees Type (under fees type we collect different types of fees by the school like Admission Fees, Months wise Fees, Uniform Fees, Exam fees, Library Fees, Sports Fees, Transport Fees etc.). Fees Group (we use fee groups to create different types of groups.) You can then allocate / allocate this fee group to the entire class-section or a particular student. You can create a fee group as an instalment.
How to add Fees Type?
To add fees type, go to Fee Setup > Fees Type then enter Name, Fees Code and Description and then click on Save button. You can view this added record in the Fees Type List on right side of the page.
To edit fees type click on Edit icon and to delete fees type click on Delete icon present in the fees type list.
How to add Fees Group?
To add fees group, go to Fee Setup > Fees Group (fees group is collection of different types groups, here you can create fees like Class 1 General – I Instalment, II Instalment fees, month wise fees, admission fees, transport fees, Class 2 General – exam fees, caution fees) then enter Name and Description and then click on Save button. You can view this added record in the Fees Group List on the right side of the page.
To edit fees group click on Edit icon and to delete fees group click on Delete icon present in the fees group list.
How to add Fees Master?
How to add Fees Discount?
To add a fee discount, go to Fee Setup > Fees Discount. Now fill in the discount name, discount code, discount type (percentage or fixed amount), and description, and click on the Save button. You can view this added record in the Fees Discount List. If the Discount type is a percentage, you can offer discounts of 10% or 20% etc. If the Discount type is “Fix Amount,” we can apply a discount in fix amount.
To assign / view students, click on the Assign / View Student icon, which is shown in the Action column in the fees discount list. By clicking on this icon, it will redirect you to the Assign Fees Discount page. Now select Class, Section, Category, Gender, and RTE, and then click on the search button. The student list will be displayed, and you can select the student to whom you want to assign the fee discount by checking the box, then click the Save button to assign the discount to the students.
To edit fees discount click on Edit icon and to delete fees discount click on Delete icon present in the fees discount list.
How to search Fees Payment?
To view payment id click on View icon present at Action column in the payment id detail list.
How to add Collect Fees?
To add collect fees, go to Fees Collection > Collect Fees then select Class and Section and then click on Search button. You can also search by keyword in Search Text Box and click on Save button. The list of student will be shown in the below of the page.
To view fees detail click on Collect Fees button present at Action column in the student list, at click of this button Student Fees page will be open. Here you can see all assigned student fees details. To collect fees click on Add (+) icon present in action column, at click of this icon modal will be open. Fill all the details entries Date, Amount, Discount Group, Discount, Fine, Payment Mode (Cash, Cheque, DD, Bank Transfer, UPI, and Card) and Note (if you have any note) and then click on Collect Fees button.
After click on collect fees, so that fees has been collected and you can see fees status as paid in status column.
Now to print fees receipt to click on Print button which is showing in Action column clicking on it will open a fee receipt.
In the receipt, you can see the all details related to fees as well as you can also see the one note that says, “This receipt is computer generated, hence no signature is required
Now in Revert button visible for reverting this fees which is also showing in Action column.
when you click on revert icon, revert confirmation model will be open.
now click on Revert button, so that student fees will be reverted.
To collect multiple fees, at the same time select multiple fees from left check boxes then click on Collect Selected button, so that collect selected model will be open, in this model you can see the multiple fees and below pay button available, simply click on pay button, multiple fees will be collected.
To fees discount adjustment, click on Apply Discount button from Action column, at click of this button Discount modal will be open. Here enter Payment Id on which you want to apply discount and enter Description and then click on Apply Discount button.
How to search Due Fees?
Go to Fees collection > Search Due Fees to look for overdue fees. You can select a single, multiple, or all fees group in Fees Group by checking the checkboxes next to the Balance Master, Admission Fees, Class Fees, Tuition Fees, and so on as available in your fees group, and then selecting the class, section, and clicking on the “Search” button.
Here, you can see the list of students whose fees are due.
How to Carry Forward Fees ?
To carry forward fees, go to Fees Collection > Fee Setup. If a student has the remaining amount in the previous session, then you can forward this remaining amount in the next session. Here select Class, Section and then click on Search button. The list of previous session balance fees will be shown in the below of the page. Here you can see Due Date present in right side of the page.
To set carry forward due date, go to System Settings > General Setting then go to Fees section and then enter Carry Forward Fees Due Days and then click on the Save button. the number of days which you enter here due date will be exceed from current date.
How to Fees Reminder?
To fees reminder, go to Fees Collection > Fee Setup. Fee reminder is for sending fee reminder notifications to parents. Here two types of reminders are given. After and Before. To use it just active reminder and set your days. Such as before reminder is set for 3 days then a fees reminder notification will be send 3 days before fees due date.
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