Parent Fees Checkout Configuration

Created by edumerge solutions, Modified on Mon, 4 Jul, 2022 at 1:28 PM by edumerge solutions

Fee Payment to any institution is one of the Important components to run the day-to-day operations smoothly. We at edumerge have come up with easy to use feature which helps the institution configure the Parent Fees Checkout Screen seamlessly. Here the institution will be able to configure the fees with Fine, Discount, make the fees editable for the parent to easy payments, etc...

What are the 10 things the institution will be able to configure with this feature?

Configure the mode of Fees that need to be displayed to the Parent (Fee-Head/Group Wise).
Configure the order in which Fee-Head needs to be displayed to the parent.
Configure if the Fee-Head is available for Online Payment.
Configure whether the parent can select Fee-Heads to pay.
Configure if the Fees need to be paid in a particular order.
Configure if the Fees amount is allowed to be changed by the parent and make the payment of the fee flexible.
Configure the Minimum Amount If the Fees is is allowed to be changed by the parent
Configure the Fine/Late Payment Fees.
Configure the Discount Fees
Select what details are to be shown to the parent while they are making the payment. & compose the Terms & Conditions/Rules to be displayed to the parent while making the payment.

To Configure the above things please navigate to Fee Management --> Define Fee Structure -> Parent Checkout Configuration

Step 1:

Select the Academic Year & the mode of fees that need to be displayed to the Parent.

Step 2:

Select the way the Fee-Heads need to be displayed to the parent with some additional conditions.

Step 3:

Configure the Fine.

Click on Add Fine.
Select the Date from when fine has to be Applied
Select the Fee-Head for which the Fine Needs to be configured
Select the Type
1. Fixed
  - A flat amount will be applied.
2. Incremental
  - Enter the number of days after which the fine has to be increased
  - Enter the "Incremental Fine Amount"
  - Ex: If the Fine has to be increased by Rs. 50 Per Day then Enter "1" in "Incremental Fine Period (in Days)" & "50" in "Incremental Fine Amount"
  - So if the Fine of 500 with the daily increment of 50 is applicable from 1st of Feb 2022 then the fine as of 7th Feb 2022 would be (500 + (6 days * 50)) = 800.

Configure the Maximum Fine Limit

Click on Apply Fine Limit
Enter the Limit Amount
Click on Save changes.

Step 4:

Configure the Discount

Click on Add Discount.
Select the Type
Select "When Discount should not be Applied"
- Select "Apply when Applicable" if no conditions are to be checked.
- Select "When Concession is Given" if the concession is given to the student & the Discount should not be applied.
- Select "When Fine is Applicable" if the Fine is inapplicable to the student then the Discount should not be applied.
Select the Fee-Heads for which the discount needs to be applied.
- Multiple Fee-Heads can be selected if the discount is to be applied on Group of Fees
- Ex: Apply discount only if Term 1, Term 2, Term 3 Fees are paid at a time.
Select the Standard for which the Discount needs to be applied.
- If it is applicable to all Standards then don't select anything.
Select the From & To date to apply the discount.
Enter the Discount Amount.
- If "Type" is "Percentage" the Enter the Value between 1 - 100

Step 5:

Tick on the boxes if the details need to be displayed on the checkout screen.

You can also enter the text to be shown in the Terms & Conditions

Step 6:

Here you will be able to simulate the configuration on particular classes to check if the configured rules are working as per your requirement.

Note: This is the exact screen that the parent will see while paying the fees.

Step 7:

After you have simulated the configuration

Click on Go-Live
A Mail will be sent to the Management of the Institution about the configuration changes with the name of the staff who has made the configuration Live to Parents for transparent communication.