Skip to content
SchylvaHelp Centre
Browse collections
Product guideDesktop web

Understand offline-payment fields

Identify the class, student and monthly invoice before reading the fields used to record cash, cheque or bank-transfer payments.

For Administrator

On this page

Before you begin

  • Use an authorised Admin account for the correct school.
  • Confirm the academic year and the class, student, invoice or result set relevant to your task.

1. Read the class and billing month

The class fee ledger identifies both the class and billing month. The example is UKG A in October 2026, showing 30 students: 0 Paid, 30 Pending and 0 Overdue.

The Record payment dialog also shows October 2026 and a Class selector. Check the month and class together before identifying a student.

UKG A fee ledger for October 2026 showing paid, pending and overdue counts.View full screenshot
The ledger identifies UKG A and October 2026 above its payment-status counts.
Record payment dialog with a class selector for October 2026.Enlarge screenshot
The payment dialog starts with the billing month and class.

2. Match the student and invoice

The student picker supports searching by name or roll number. Match the class and student identity rather than relying on a name alone.

The separate detail example is Neil Gupta, Roll No. 30, UKG A, admission ST-UKG-A-030. For October, it shows an invoice of ₹4,000, amount due ₹4,000, amount paid ₹0 and a due date of 31 October 2026. Status is Pending.

Record payment student picker for UKG A with names, roll numbers, amounts and pending status.Enlarge screenshot
Student names and roll numbers appear within the selected class.
Neil Gupta’s monthly fee detail with invoice amount, amount due, amount paid, due date and Pending status.Enlarge screenshot
Neil Gupta’s October detail is Pending, with ₹4,000 due and ₹0 paid.

3. Read the offline-payment form

The offline-payment form identifies the selected student above Amount, Payment Mode and Payment Date. The example shows ₹4,000, Cash and 16 October 2026.

Reference Number and Notes are optional. The form is for recording cash, cheque or bank-transfer payments; its appearance does not mean money has been transferred.

Confirm Payment is the final visible control. A filled amount does not confirm that a payment was recorded, a receipt issued or a balance reduced.

Record Offline Payment form for Neil Gupta with amount, mode, date, reference number, notes and Confirm Payment.Enlarge screenshot
The offline-payment form shows the student, amount, mode, date and optional reference details.

What to check before recording a payment

Check the intended student, month, received amount, payment mode and date against the school’s authorised payment record.

A payment may already be recorded
Check the existing ledger and receipt history with the authorised fee administrator before entering another record.
The selected student or month is wrong
Return to the correct selection before proceeding. This guide does not establish how to reverse a payment.
You need proof that recording worked
A successful confirmation, receipt and refreshed balance are needed; the open form alone is insufficient.

Keep exploring

Related guides