Ireava provides a more powerful fee management system where you can manage everything about fee records and slips and check records anytime.
This module has 10 sections –
1. Add Fees Type
2. Add Fees Class Group
3. Create Fees Master
4. Add Fees Discount
5. Collect Fees
6. Search Payment ID
7. Search Due Fees
8. Fees Carry Forward
9. Set Auto Fees Reminder
10. Generated Receipts
11. View Deposit Fee Invoice
12. Prev Session Fee Forward
13. Add Custom Fee
First, we will prepare our Fees Structure for the Current Session by configuring Fees Type, Fees Group, Fees Master and Fees Reminder then we will Collect the Fees of students then we will understand and review various fees reports by using Search Fees Payment, Search Due Fees.
Let’s understand how we will create a fee structure in Ireava School by using Fees Type, Fees Group & Fees Master. Fees Type means different types of fees can be collected by the school e.g. Admission Fees, April Month Fees, May Month Fees, June Month Fees, Exam Fees, Dress/Uniform Fees, Library Fees, Sports Fees, Transportation Bus Fees, Picnic Fees etc. Fees Group Fees Group is used to make a grouping of different Fees Type Then you can assign/allocate this Fees Group to a whole class section or a particular student. When you assign/allocate a Fees Group on a class section or a particular student all Fees Type under this group with their Fees Master amount will be applied directly. You can assign/allocate multiple Fees Groups on a class section or a particular student. Suppose we have created a Fees Group with the name Class 6 (2 Instalments) and added Fees Types Admission Fees (Rs. 1000), 1st Instalment (Rs. 5000), 2nd Instalment (Rs. 5000) then assign/allocate these Fees Group Class 6 (2 Instalments) on those students only who want to pay fees in 2 Instalments. You can create another Fees Group with the name Class 6 (1 Instalment) and add Fees Type Admission Fees (Rs. 1000), Full Instalment (Rs. 9500). You can also create another fees group with the name Class 6 Transport Fees and add Transport Fees as Fees Type and assign/allocate on those students who use transport facility. Note: Fees Type and Fees Group are not dependent on Academic Session but Fees Master is created session wise so you need to enter Fees Master data for every session or you can import old fees master in the next session. Make sure, fees are mastered and imported first before students' promotion.
1. Add Fees Type- Go to Fees Collection > Fees Type and add all your Fees Type here with Fees Code. All Fees Type can be seen on the right side of this page.
2. Add Fees Class Group- Go to Fees Collection > Fees Class Group and add all your Fees Group here. All Fees Group can be seen on the right side of this page.
Note:
a. Use the same class name as you used in academics as a class name for automating the fees assigned. Ex. Class 1 in academics so the fees class group name must be Class 1
b. Add "New" or "Old" using - with the class if you have a separate fee structure for New or Old students. Ex. Class 1-New or Class 1-Old
c. Use "New" if you have only one fee structure for every class. Ex. Class 1-New or Class 2-New
d. You can't delete the fees group if you collected any of the student fees of that fee group. A delete button will be removed automatically if you collected a fee from that fee group.
3. Create Fees Master- Go to Fees Collection > Fees Master and add all your fees amount for the currently selected session here. Select Fees Group then Fees Type Then Due Date then enter Amount means fees amount for a selected session then select Fine Type like a fix amount or none now click the Save button. All Fees Master with Fees Group and Fees Code with amount can be seen on the right side of this page for the currently selected session. You can change the order of the fee type that will be reflected during the fee collection time. If not assigned automatically fees using the Ireava automate plugin defined in the "Fees class group" then in the action tab there is an assign/view tab where you can assign fees to the students.
Note:
a. If the check button is not shown with the student's name then some fees of that student are already collected or the student is disabled. You need to revert if want to change the fees group.
b. To apply a fine on the fee, select the fix amount. Then you will be asked to select the penalty type. Then select a range or every day as per your requirement. Range means from which date to date the fine will be the same. You can add multiple ranges. Every day means till which date the fine will increase to the added amount. Take an example: Let's say you want to charge Rs. 100 fine from 1 May to 15 May and Rs. 50 from 16 May to 30 May then Rs. 10 per day till 30 June. Now, add one range from 1 May to 15 May and add Rs. 100 then click on the + icon and add another range from 16 May to 30 May and add Rs. 50 then click on the + icon and select every day and select the date as 30 June and add Rs. 10.
4. Add Fees Discount- Go to Fees Collection > Fees Discount add all your Fees Discounts here with Discount Name, Discount Code, Amount and Description. All Fees Discount can be seen on the right side of this page. To assign/allocate a discount click on the Assign/View button from the Action column. On the Next page select Class and Section then click on the Search button. After Search-select students to which this discount has to be applied, click on the Save button. You can assign a discount to the siblings too as per your student norms.
5. Collect Fees- Go to Fees Collection > Collect Fees Select Class & Section & click on the Search button to get the student list under this class section. You can also search students by keyword in Search Input Box and click on the Search button. After a search, you will get a student list below. Click on the Collect Fees button to go to the collection fees page. Here you can see student details including student pictures then next you can see all assign/allocate fees details. Collecting fees is very simple just click the + button from the Action column a modal window will appear, here select Date Then Amount will be auto-fetched by the balance for this Fees Invoice. You can enter any amount for Partial Fees payment, then select Discount Group or enter Discount (if any) then enter Fine (if any) then Payment Mode then Note then click on the Collect Fees button. Now fees have been collected & the Revert button is visible for reverting this fee. For printing Fees Receipt click on the Print button from the Action column.
Collect Multiple Fees- Select Multiple Fee heads then click on collect selected to collect the multiple fee heads at the same time. You can add a discount to all the fees starting from top to bottom, and the discount will be applied.
Note: Automatic fees receipt will be generated once the fee will be collected.
Generate Receipt- Select Multiple Fee heads then click on select receipt type (that you already created in system settings -> Multi Receipt Book) then click on generate a receipt.
6. Search Payment ID- Go to Fees Collection > Search Fees Payment for searching any fee payment details through Payment ID enter Payment Id & click the search button you will get the details for this payment id.
7. Search Due Fees- Go to Fees Collection > Search Due Fees for searching those students who have not done the payment for a particular fee type then select Fees Category then Fees Type then Class then Section & click the Search button, you will get all the students' list for due fees.
8. Fees Carry Forward- Go to Fees Collection > Fees Carry Forward if any student has balance fees in the previous session then you can forward this balance fee to the current session. Select Class, Section in the same session in which you want to collect fees then click the Search button. Students with balance fees will be displayed below. If you want you can edit the balance fees amount to be forwarded. In the top right corner, you can see the Due Date for all these fees forward.
This Due Date will be a number of days ahead which is set in ERP Settings > General Setting > Fees Due Days. These balance fees carry forward can be seen on the collection fees page as Balance Master (Fees Group) and Previous Session Balance (Fees Code).
9. Set Auto Fees Reminder- Set automatic fees reminder for the students who don’t pay fees yet via SMS and Email.
10. Generated Receipts- Search for the from date to date to get all the generated receipts. You can cancel the receipt using the cancel receipt button.
11. View Deposit Fee Invoice- This feature will give you a report of the fees paid invoices submitted by the students/parents on the application. The fees module in the student app has a feature to upload paid fees receipts/invoices so that accountants can verify and collect fees in the ERP later.
Note: To enable this contact Ireava Team.
12. Prev Session Fee Forward- You can forward the previous session remaining fee in the active session. Make sure the session cycle is the session in which you want the previous session fee. Select class-section and click save. You can change the amount too.
13. Add Custom Fee- You can add a custom preset fee and collect with the other fee. Example: You want to collect some fee that is not applicable to every student and that fee is something that you will not add in the Fees Type. Here you can add those fees and collect them whenever you want to collect for particular students.
Reports Available:
- Due Fees Report
- Fee Collection Report
- Fee Master Report
- Fee Assigned Report
- Fee Summary Report
- Day Book Report
- Till Date Due Report
- Balance Fee Report
- Parentswise Due Report
- Studentswise Fee Report
- Fine Report
- Discount Report
- Online Fee Report
- Daily Fees Collection
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