Finance & Accounts Training
Audience: Accounts office, bursar
Duration: ~2 hours
Prerequisites: Getting started guide
Learning objectives
- Manage fee plans and invoices
- Track collections and overdue accounts
- Process expenses and discounts
- Reconcile payments
1. Fee plans
Route: /erp/fees
- Assign fee plans to grades or individual students.
- Generate invoices for a term or ad-hoc charges.
- Apply discounts where policy allows (Wave 4).
2. Invoices & receipts
Open invoice detail:
- Record manual payment or confirm Razorpay gateway payment.
- Print / email receipt.
- Partial payments update balance automatically.
3. Collections command center
Route: /erp/collections
- Overdue board — aging buckets
- Promise to pay — follow-up dates
- Reminders — automated via collections jobs
4. Payments reconciliation
Route: /erp/payments
Match gateway settlements with invoices. Flag discrepancies for review.
5. Finance module (expenses & GL)
Route: /erp/finance
- Submit expense claims with attachments
- Approval workflow syncs with authorized approvers
- Chart of accounts mapping for reporting
6. Parent-facing fees
Parents view dues on parents.skolzo.com or website /account/school — ensure invoices are published before notifying parents.
Practice exercise
- Create an invoice for a demo student.
- Record a partial payment.
- Submit a test expense claim and approve it (if approver role available).
- Find the student on the collections overdue board.
FAQ
Invoice wrong amount? — Void/credit note per school policy; check fee plan assignment first.
Troubleshooting
Razorpay pay link not working — Confirm Razorpay is configured under CRM/ERP payments settings and webhooks are reachable.
Receipt not matching gateway — Run reconciliation from /erp/payments and resolve mismatches in the issues queue.
Go deeper: Counselor guide — convert to student