How to check Payment & Receipt?

The Payment & Receipt page in the Invoices & Finance module offers essential features to manage payments and receipts effectively. Whether you need to make a payment, view receipt records, or export data, this page allows you to do it all with ease. Here’s how you can access and utilize the Payment & Receipt functionality.

Steps to View Payment & Receipt

1. Navigate to Invoices & Finance

2. Click the Options button

3. Select “View Payment & Receipt”

Features of the Payment & Receipt Page

Once you’ve accessed the Payment & Receipt page, you can perform a variety of tasks related to payments and receipts:

• Create Payments: You can initiate payments for students directly from this page.

• View Receipts: A comprehensive list of receipts for all invoices will be displayed for easy reference.

• Search & Filter Records: You can search and filter through payment and receipt records to quickly find specific transactions.

• Export Data: The page allows you to export payment and receipt data for reporting or record-keeping purposes.

Create a Payment by Student’s Name

The Payment & Receipt page allows you to easily create payments for students. By selecting the student's name, you can initiate the payment process. Here’s a simple guide on how to create a payment:

1. Click “Create Payment” button
   On the Payment & Receipt page, click the Create Payment button.

2. Select the Student’s Name
   From the options, choose the student's name for whom you want to make a payment. This will bring up a list of students who have outstanding invoices.

3. Proceed to Payment
   After selecting the student, click Proceed Payment to be directed to the Create Payment page. Here, you will be able to enter payment details and complete the transaction.

Note: The list of students will only display those with unpaid invoices. If a student does not have any outstanding invoices, their name will not appear in the list.