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.

Important: Unpaid Pending / Overdue lines (no money recorded) never show a Receipt — only Invoice (the bill). Receipt appears only when amount paid > 0 on that line (fully Paid, Partial, or Overdue after a partial payment). Payment summary badges label Partial and Overdue separately so they are not mixed up with unpaid Pending.

On the Android app, View/Download opens the system share sheet so you can save to Files/Drive or send via WhatsApp — the browser download button does not work inside the app.

View or download a receipt

  1. Go to Fees → Payment history (grid, list, or table — Receipt / Invoice sit on each card or row).
  2. Use the top Paid / Partial / Waived cards or Status / Fee type filters to find the line quickly.
  3. On a row with money recorded (Paid, Partial, or Overdue with a partial), tap Receipt (view) or download / email. After Record payment, the success screen also offers receipt actions.
  4. Also available on Payment summary student fee lines (Receipt only when paid), Outstanding (Invoice only for unpaid), and the student Fees tab.

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. Open Payment history, Outstanding, Payment summary (student details), or a student’s Fees tab.
  2. Tap Invoice on a non-waived fee line for a PDF bill with bank details (works in grid/card views too).
  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 payments? once (not a second “instalments” question).

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