Overview
Open Fees & Dues in the sidebar. Four figures at the top: collected, outstanding, overdue, and how many students have no plan yet. Below them, your students, with the overdue ones first.
Nothing about a student's status is stored. Paid, part-paid, overdue and due-soon are worked out from the instalments every time the page loads, so a corrected amount corrects the status immediately.
Setting up a fee plan
- Find the student and press Create fee plan.
- Enter the total fee, how many instalments, how often, and the first due date.
- The preview shows the exact instalments before you commit. The last one absorbs any rounding, so the instalments always add up to the total to the rupee.
Whole batch at once: the same form is available at batch level, which sets every student in the batch up with the same schedule. Students who already have a plan are left alone.
How the dates are stepped
Monthly instalments step by calendar month from the first due date, not from the previous instalment. This matters at month ends: a plan starting 31 January gives you 31 Jan, 28 Feb, 31 Mar — not 31 Jan, 28 Feb, 28 Mar. The short month does not drag the rest of the year with it.
Recording a payment
- Press Record payment on the instalment.
- The amount defaults to what is outstanding. Change it for a part payment.
- Pick how it came in: cash, UPI, bank transfer or cheque.
- Add a note if it helps — a cheque number, who handed it over. The note is yours; it never reaches the student or their parent.
Got it wrong? Undo reverses the last payment on that instalment.
Overdue, due this week, no plan
- Overdue — past its due date and not settled.
- Due this week — the next seven days.
- No fee plan — enrolled students you have not set up yet.
- Settled — nothing left to collect.
Reminders
Send reminder notifies the student in the app and deep-links them to their own fee schedule. It is limited to once every 24 hours per instalment so a frustrated afternoon cannot turn into ten notifications.
If WhatsApp or SMS is configured for your account the same reminder goes out on that channel too — see WhatsApp & SMS.
Export
Export CSV honours the batch and the tab you are looking at, so "Overdue" means the same rows in the sheet as on screen. One row per student, overdue first, amounts as plain numbers so they add up in a spreadsheet.
What the student sees
A Fee schedule card at the top of their Payments page: each instalment, its due date, what is left, and what they have paid. Settled schedules start collapsed. They never see your internal note or your reminder bookkeeping. Students with no plan see nothing at all rather than an empty box.