How to configure “Receipt Templates”

How to configure “Receipt Templates”

To design custom templates with header and footer for fee receipts, the user needs to perform the below steps: 

  1. Go to Menu > Administration > Finance > Finance Settings > Receipt Templates

  2. Click on the “New” option to create a receipt template.


  1. Add “Name” of receipt in the text box

  2. Add “Header” in the respective field.

  3. Add “Footer” in the respective field.



  1. Click on the “Save Receipt Template” button to save the settings.


Note: 

  1.  If required, Add “Additional Header Templates” by choosing the option from the dropdown as

            i) A5 portrait

             ii) Thermal Responsive

  1. Click on the “Save and Preview receipt template” button to save and preview the receipt template to check if the receipt is coming as per the requirement.


    • Related Articles

    • Configure the Finance Settings

      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 ...

    • How to configure the “General Settings” in Finance

      Using general settings, Admin, or the privileged user can configure the required settings to manage the different fees for your institution. Go to Menu > Administration > Finance > Finance Settings > General Settings Here, configure general settings ...

    • How to configure “Printer Settings”

      Steps to configure the printer type and paper size used for printing of the receipts are as follows: Go to Menu > Administration > Finance > Finance Settings > Printer Settings Receipt printer type: Select the receipt printer type as Normal, Dot ...

    • How to configure “Receipts Sets”

      Institutions may have different receipt sets related to different accounts. For example, if we have a separate account for college and management, the receipt number may be different for both accounts.                  Steps to setup “Receipts Sets” ...

    • How to configure “Create Fee”

      Once we have created master particulars and master discounts, we are ready for updating fee structure for batches (Class/Section/Intake/Semester). As a first step, we need to switch to the financial year in which we are planning to create the fees ...