To add fee plan or create fee structure, follow the steps given:
Method 1
Step 1:
Click on the Profile icon and select the Settings. Select the Finance module and then select Create Fee Plan option.
(Settings-->Finance-->Create Fee Plan)
Step 2:
Select the respective branch, academic year, Type of Fee Plan(Regular/Transport/Mess/Lunch), Status and click on Get.
Step 3:
Select View Regular Fee Plans option. To add Regular/Transport/Hostel/Lunch fee plan or fee structures, select the
+Regular/Transport/Hostel/Lunch Fee Plan option accordingly.
Step 4:
Give the Fee Plan Name, select the classes and Fee Types then enter the amount. Click on Save&Continue. Select the no of
installments and update the installment start and end dates along with invoice and due dates. Click on Save and Finish.
NOTE:
This Path can be accessed by the Organisation level users only.
Method 2:
Step 1:
Select the Finance module and then select the Manage Fee Plans sub menu under the Fee management menu.
( Finance --> Fee Management --> Manage Fee Plans )
Step 2:
Select the respective academic year, Type of Fee Plan(Regular/Transport/Mess/Lunch), Status and click on Get.
Step 3:
Select View Regular Fee Plans option. To add Regular/Transport/Hostel/Lunch fee plan or fee structures, select the
+Regular/Transport/Hostel/Lunch Fee Plan option accordingly.
Step 4:
Give the Fee Plan Name, select the classes and Fee Types then enter the amount. Click on Save&Continue. Select the no of
installments and update the installment start and end dates along with invoice and due dates. Click on Save and Finish.