Fee receipts and invoices

Receipt = proof of payment (after you record money). Invoice = bill for a fee line (amount due / billed), with bank details for parents — similar to centre invoices used in Malaysia.

View or download a receipt

  1. Go to Fees → Payment history.
  2. On a PAID or PARTIAL row, tap Receipt (view) or PDF (download). Email sends the PDF to the parent when contact details exist.
  3. After Record payment, the success screen also offers View receipt / Download receipt.

Receipts require the plan feature receiptGeneration (Growth+ by default; admins can enable per plan). If buttons are missing, ask admin to turn that feature on, confirm the org subscription is ACTIVE/TRIAL and not expired, then hard-refresh.

Download an invoice

  1. Go to Fees → Payment history.
  2. On any non-waived fee, tap Invoice for a PDF bill with bank details.
  3. Requires plan feature invoiceGeneration (separate from receipts) — enable under Admin → Plans.

Plan features (admin)

Receipt Generation and Invoice Generation are separate toggles. Growth+ has both on by default after migrate. Saving Plan Config clears org feature cache; allow ~2 minutes or hard-refresh if buttons still missing.

On Payment history, use Reverse to undo an accidental payment (restores dues). Use Void only to cancel a fee line itself.

Customise for Malaysia (and other countries)

  1. Settings → Country of operation = Malaysia (currency RM, timezone Kuala Lumpur).
  2. Settings → payment reminder bank details: bank name, account holder, account number, and country-specific bank code (Swift Code for MY/SG; IFSC only for India; otherwise Bank code). When saved, these print on the invoice PDF.
  3. Settings → Invoice & receipt PDF: set prefix (e.g. INV/HQ), footer note, payment instruction, and toggles for Show tax breakdown on invoices / on receipts. Off = direct amount only (no tax lines). Tax is a display split of the inclusive fee amount — it does not change what you collect.

Every 4 weeks vs monthly

Fee plans support Every 3 weeks and Every 4 weeks (28 days) — about 13 payments per year for 4-week cycles, same weekday each cycle. This is not the same as monthly (12/year). In Simple fee plan setup, choose the cycle on the Fee step first, then how many instalments.

Amounts without unnecessary decimals

Whole amounts (e.g. 960) show without .00 in the fee payment list. Invoice/receipt PDFs still use two decimal places for professional money layout (e.g. 960.00). Internal fee-plan JSON and void/restore audit lines are not printed on invoice or receipt PDFs.

Pricing · Open Payment history