Enrolment dashboard > Financials Tile > Receipt Icon
A written or printed acknowledgment that indicates the full amount of the invoice that the student has paid is called a receipt.
Follow the steps below to enter the receipt:
- Select the invoice against which you wanted to create the receipt.
- Select the Pay All check box if you want to pay all the invoiced amounts, and the system will automatically update the amount received field.
- Select the Pre-deduct all check box if you want to pre-deduct all the agent commission amounts, and the system will automatically update the commission received field.
- If you want to pay the partial amount, then you can manually type the amount in the commission received and the amount received fields.
After deciding on the receipt amount, you need to update the data in the fields that are explained below:
| Field Name | Explanation |
|---|---|
| Receipt date | The receipt date will be the creation date of the receipt. Today’s date will be automatically selected by default. |
| Reference | If you have any reference number against this receipt, then you can update it in this field. |
| Via Payment method | The payment method needs to be selected when you create the receipt, you can select the multiple payment methods from the payment method dropdown. |
| Banked on | If you want to update the date for the bank, then you can update the date in this field. |
| Bank account | If you want to add the bank name on the receipt, then you can select the bank from the dropdown, only the bank that you have added to the system will be visible in the dropdown. |
| Receipt Notes | If you want to update any notes for the receipt then you can click on the notepad icon to add the notes. After updating the notes again click on the notepad icon to save the notes. |
| Bank charges | If the bank is changing any amount on the receipt, you can also update the charged amount in the field. |
After entering the details, you just need to select the Save button, and the system will create the receipt and show you the final step of the screen.
From the final screen, you will be able to see the system is saying that the receipt for enrolment no. (TE00723) was created successfully, also there are two buttons on the screen, which I have explained below:
Print Button and Save:
By selecting the Print and Save button, a floating window will appear, allowing you to choose a saved template. After selecting the template, the system will take you to the Report Dashboard screen, where you can check the status of the generated report and download it in PDF or document format.
Save Button:
The ‘Save’ button will redirect you to the final step, where you can print the receipt and send an email.
Note: Whatever template you select, the receipt merge field needs to be added to the template; only then will the system print the receipt in the email.