Description: Fee Templates needs to be done before assigning to parents / guardians of students..
Please follow the guided instructions below on how to Add Fee Template.
1. Go to Finance > Fee Template.
2. Under Fee Template, click the Plus icon to begin adding a record in Fee Template.
3. A pop-up window should appear, prompting you to fill up the Template Name and Assigned Centres. After filling these particulars up, press the Submit button.
4. An empty fee template is created. Payment Items must be added into fee template before assigning to patents / guardians.
5. At the right side of the webpage, There are payment categories to add a payment item.
6. Click Add of the payment category to add a payment item.
7. Select the Template Object (Payment Item) .Payment Items are added in the Payment Item module.
8. Edit the Price and GST if required. The default value can be edited in the Payment Item module.
9. Check Cb1, Cb2, Cb3 if required.
Cb1: Allows user to edit Payment Item name in Fee Assignment.
Cb2: Allows user to edit Price in Fee Assignment.
Cb3: Allows user to edit GST in Fee Assignment.
10. Check the checkbox beside the Add button to activate the payment category.
11. Add more payment items if required (Step 6-9).
12. Once all payment items required are added. Click Save to save the template.