OptiCRM module

Fee Management & Payments

Fee structures, online payments, and double-entry accounting

Configure fee heads and structures per class. Collect online via Razorpay or offline via cash/cheque/DD. Auto-generated receipts with PDF export. Built-in double-entry accounting with ledger visibility. Automated fee reminders, late fee computation, and scheduled cron jobs for follow-ups.

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Payment received

₹25,000

From Rahul Kumar · 10-A · Razorpay UPI

Receipt #INV-2026-00342 PDF
Tuition · Term 2₹20,000
Transport₹5,000
Total₹25,000

This month

₹47.8L

Pending

₹18.4L

Capabilities

What Fee Management & Payments gives you

Razorpay integration for online payments

Accept UPI, cards, net banking, wallets — anything Razorpay supports. Payment-to-receipt happens in under 30 seconds. Automatic reconciliation.

Fee structures per class & programme

Define fee heads (Tuition, Transport, Library, Lab, Exam). Build structures per class or programme. Apply discounts, scholarships, and sibling concessions.

Multi-mode offline collection

Cash, cheque, DD, bank transfer — all tracked with reference numbers. Counter receipts. Daily collection register auto-generated.

PDF receipts with amount-in-words

Every payment generates a PDF receipt with fee breakdown, payment mode, reference number, and amount in words. Downloadable by parents from the portal.

Spotlight

Razorpay integration for online payments

Accept UPI, cards, net banking, wallets — anything Razorpay supports. Payment-to-receipt happens in under 30 seconds. Automatic reconciliation.

  • UPI, cards, net banking, wallets — anything Razorpay supports.
  • Payment-to-receipt in under 30 seconds, with automatic reconciliation.
  • Failed payments stay open for retry without re-entry.
Try it free →
Payment received

₹25,000

From Rahul Kumar · 10-A · Razorpay UPI

Receipt #INV-2026-00342 PDF
Tuition · Term 2₹20,000
Transport₹5,000
Total₹25,000

This month

₹47.8L

Pending

₹18.4L

How it works

From zero to live in 4 steps.

01

Configure fee heads

Define what you charge — Tuition, Transport, Library, Exam fees. One time or recurring.

02

Build fee structure

Assemble heads into a structure per class. Apply discounts, concessions, scholarships.

03

Generate invoices

Bulk-generate for a class, a section, or individual students. Auto-linked to enrollment.

04

Collect + reconcile

Online via Razorpay or offline at the counter. Books stay balanced automatically.

Everything in Fee Management & Payments

Every capability, in detail.

Block 01

Invoice generation (one-time and recurring)

  • Invoice generation (one-time and recurring)

    Bulk-generate term fee invoices for an entire class with one click.

  • Partial payments with running balance

    Parents can pay in installments; the system tracks outstanding amount per invoice.

  • Fee concessions & scholarships

    Sibling concession, merit scholarship, staff ward — all configurable per student.

Fee Management & Payments

3 capabilities

Bulk-generate term fee invoices for an entire class with one click.

Block 02

Razorpay webhook for real-time updates

  • Razorpay webhook for real-time updates

    Payment status updates instantly via webhook, no polling.

  • Failed payment retry workflow

    Failed online payments keep the invoice open, allowing retry without re-entry.

  • Collection dashboard KPIs

    Today collected, this month collected, outstanding, overdue — live on the dashboard.

Fee Management & Payments

3 capabilities

Payment status updates instantly via webhook, no polling.

Block 03

Fee reports (by class, by period, by fee head)

  • Fee reports (by class, by period, by fee head)

    Pre-built reports with pivot tables, schedulable for weekly email delivery.

  • Parent portal self-pay

    Parents see pending invoices, click "Pay Now", complete via Razorpay checkout, download receipt.

  • Fee head-level GL mapping

    Map each fee head to the correct GL account for accounting exports.

Fee Management & Payments

3 capabilities

Pre-built reports with pivot tables, schedulable for weekly email delivery.

Block 04

Multi-currency support

  • Multi-currency support

    Collect in INR, USD, AED — helpful for international programmes.

Fee Management & Payments

1 capability

Collect in INR, USD, AED — helpful for international programmes.

Under the hood

For the technical folks on your team.

Razorpay integration with real-time payment confirmation

Double-entry bookkeeping at the data layer

Scheduled jobs for reminders and late-fee computation

Server-side PDF generation — not browser-dependent

Multi-currency support with exchange rate tracking

Works better with

Part of one platform.

Student Management

Complete student records with guardians, documents, and history

Learn more

Reports & Analytics

Powerful report builder with pivot tables and scheduling

Learn more

Parent & Student Portal

Self-service for parents — fees, attendance, results, and more

Learn more

Get paid faster, with cleaner books.

Razorpay-powered online collection. Multi-mode offline tracking. Receipts and reconciliation, automated.

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