Introduction:

After student's admission into the institute, we can automatically create/generate receipts when a student pays fees. This Receipts module helps to generate automatic receipts. You can also manage third party vendor's payment and credit/debit note from this section.


How To Access:

To access Receipt module navigate to left-hand side menu and click on Finance > Receipt/Payment. After clicking on this link, on the right-hand side of the page, you will see the listing as follows:


Features / Functionalities:

RECEIPTS


 As you can see the default tab is  Receipt tab and in the listing, you will see recently generated receipts in the system.  Here in this listing, you can view:

1. Name of student for which the receipt has been generated

2. Date on which the receipt has been generated

3. Name of counselor who generated the receipt

4. City of student

5. Branch of student

6. Mode of payment

7. Receipt number

8. The amount that the student has paid

9. The service tax paid by the student.


If you click on the name of the student, you can visit student's profile as shown in the following picture:


 


 To view the generated receipt click on the Branch section of the record:

And then you can see generated receipt as shown in the following picture

You can use this section to print out the receipt for later use 

If you want to add new receipt in the system click on  button.

After clicking on this button, you will be redirected to a new form to add a new receipt into the system as follows:

Provide appropriate values to the form and click on SAVE button, new Receipt will get added in the system.


Payments::

We can also manage third party vendor payments from Edugird. To access this payment section click onto next tab available in Receipt module as shown in the following picture:

 

After clicking on Payments tab you will get a list of payments done in our Institute, as shown in the following picture:


As you can see in the above picture, in this list view you can see 

1. dates of transaction

2. Ledger name

3. Reference

4. Narration

5. Payment number

6. Debit A/c no.

7. Amount and much more.


To add new payment in the system click on button. A new form as shown in the following picture will open. 

Provide appropriate values to the form and click on SAVE new payment will be added to the system.


CREDIT / DEBIT NOTE

You can also add credit/debit note in the system. Simply click on the next time shown in the following picture.

And then click on  button, a new form will open up as shown in the following picture:

Fill form up with appropriate values and new Credit or Debit note will get added in the system.

Also, if you want to search for a particular record you can always use  this section or you can also use  to view records for a particular date or date range.