Fee Template

A) General Fees


Overview:

This section will help you design Fee Template for a particular package that can be implemented for all the students enrolled for the same.
It provides the option of creating, editing a template for any package.  It helps you generate invoices after a number of days/months as required.


Create a New Template:

1. Go to Settings options present on the top right side of your screen.

2. Click on Fee Template.    

3. Click on New Fee template, a form pops up on your screen



Field

Is Required

Description

Template Name


Yes

Provide the name of the Template, the way it should be displayed.

Description

No

Add  description for the template, for any particular package.

No. of Installments


Yes

Mention the number of Installments you want to add for the particular template.
Number varies from 1-25.


4. Another form with further inputs pops up.

Fields

Is Required

Description

Name

No

You may edit the name of the Installments as per your requirements.

Weightage(%)

Yes

Mention the % of each installment.

Invoice Generation

Yes

Mention the number of days after which next installments should be displayed.


5. Click on Create and the same will be updated in your system with the name provided on your end.



Edit Template:
You may edit any information that was previously updated on your end.

  1. Go to Fee templates.

  2. Select the template you want to edit.

  3. Click on the Edit button present on the left hand side of the template.

  4. The same form pops up while you created the Form.

  5. Make the needful changes for the particular Template.

  6. Click on update and the new entry will be saved and will be applicable going forward.



B) Miscellaneous fees

Overview:

This section is particularly for the Special Fees such as Registration fees or for any fees as per your institute requirements.

Note: Discount will calculate on Misc Fees


Create a new Template:


1. Select Miscellaneous fees

2. Click on New Fee template, a form pops up on your screen



Field

Is Required

Description

Template Name


Yes

Provide the name of the Template, the way it should be displayed.

Description

No

Add  description for the template, for any particular package.

Amount


Yes

Mention the amount for the particular fees, the same amount will be fixed every time you select the particular template while admitting any student.


3. The Miscellaneous Fee will be created.




Edit Template:
You may edit any information for the template that was previously updated on your end.

  1. Go to Fee Template.

  2. Click on Miscellaneous fees

  3. Select the edit option for the particular Fee Template.

  4. Make the necessary changes and click on update to save the changes.