For configuring the Fee Collection, the Admin/Privilege user need to do some basic finance settings which include:
General Settings: To configure settings required to manage the different fees in your institution.
Printer Settings: To configure the printer type and paper size used for printing
PDF Settings: To configure the details to be shown in the receipt PDF including signature and custom footer text
Receipt Sets: To create and manage receipt sequences for various fees
Receipt Templates: To design custom templates with header and footer for fee receipts
Fee Accounts: To group fees into multiple accounts
Financial Years: To manage different transactions carried out under a particular financial year.
Steps to configure the general settings are as follows:
Step 1: Go to Menu > Administration > Finance > Finance Settings
Step 2: Create a Financial Year.
Step 3: Create Fee Accounts.
Step 4: Configure “Receipts Sets”
Step 5: Configure “Receipt Templates”
Step 6: Configure “PDF Settings”
Step 7: Configure “Printer Settings”
Step 8: Configure the “General Settings”