Payments Module User Guide
Invoices
The invoice list shows all the invoices that have been generated by the system, You can sort to see paid invoices or unpaid invoices. Make use of search to get the exact entry you are looking for.
This tab shows the list of invoices in the system. This has several information like Invoice number, Reg number, Student name, Total amount, Paid amount, Outstanding amount, Billing type due date, Course name, Class name, School stream, School level and status.
Invoice Tab Filters
When a payment takes place then those payments have to be registered into the system and by clicking Pay button and add payment details. The receipt of this transaction gets created within the system for you to print or mail to the client. As shown in the below image, There different filters available like subsidiary, Branch, Class, Course type, Course name, Class name, School level etc.
Invoice Tab Action Buttons
The last column of the grid contains several action buttons like Invoice, Payment link, Mail SMS etc.
Invoice Tab Exports
As shown in the below image, Users can export the data in different formats like CSV, Excel, PDF etc. Bulk action can be used to delete multiple entries in the grid.
Custom Invoices
This tab shows the list of Custom invoices made by any users. Users can export the data in different formats like CSV, Excel, PDF etc. Bulk action can be used to delete multiple entries in the grid.
Receipt List
This tab shows the list of receipts in the system. This has several information like created date, Payment date, Amount paid, receipt number, Payment mode, student name etc.
Receipt List Export
This tab shows the list of receipts in the system. This has several information like created date, Payment date, Amount paid, receipt number, Payment mode, student name etc.
Receipt List Actions
Last column contains several action buttons like view and Edit the receipt. Users can search any information by typing in the search box.
Custom Receipt List
This is used for importing invoices from your old system. It is first necessary for you to student records updated first into system. Names and registration number on excel should match with the one in the system for that invoice to get linked with those students.
Refund List
This tab shows the list of refunds in the system. This has several information like Invoice number, Reg number, Student name, Program type, Class name, fee type and status etc. Users can export data in different formats like CSV, Excel, PDF ect.
Refund Action Columns
The last column has several actions like view receipt and refund. Users can search any information by typing in the search box.
Refund List
This tab shows the list of custom refunds in the system. This has several information like Invoice number, Reg number, Student name, Program type, Class name, fee type and status etc. Users can export data in different formats like CSV, Excel, PDF ect.
Withdrawal List
This tab shows the list of withdrawals in the system. This has several information like Reg number, Student name, Class name and status etc. Users can export data in different formats like CSV, Excel, PDF ect.
Withdrawal Action Column
The last column has Action button ‘withdraw student’ to withdraw individual entries. Users can search any information by typing in the search box.
Custom Withdrawal
This tab shows the list of custom withdrawals in the system. This has several information like Reg number, Student name, Class name and status etc. Users can export data in different formats like CSV, Excel, PDF ect. Users can search any information by typing in the search box.
Deposit List
This tab shows the list of deposits in the system. This has several information like Reg number, Student name, total Deposit amount, refunded amount and balance amount. Users can export data in different formats like CSV, Excel, PDF ect. Users can search any information by typing in the search box.
Custom Deposit List
This tab shows the list of custom deposits in the system. This has several information like Reg number, Student name, total Deposit amount, refunded amount and balance amount. Users can export data in different formats like CSV, Excel, PDF ect. Users can search any information by typing in the search box.
Invoice Reminder
This tab shows the list of Invoice reminders in the system.This has several information like Reg number, Student name Total amount, Paid amount, Billing type, due date, log data, status etc. Users can export data in different formats like CSV, Excel, PDF ect. Users can search any information by typing in the search box.
