Enrolling a Student (Creating a Payment)
Important Note: Creating an Enrolled student requires creating a payment record. If you just click 'Add Student', it creates an unenrolled/potential student.
To officially enroll a student, follow these steps:
Step 1: Initiate Payment Click the Create Payment button from the Enrolled Students tab.
Step 2: Course / Book Selection Select the relevant Course Tags and then pick the specific Course or Book from the dropdown menu.
Step 3: Customer Information Enter the student's essential details:
- Name
- Mobile
Step 4: Advanced Student Information (Optional) Expand this section to add detailed demographics:
- Institute/School Name
- Date of Birth
- Student Address
- Guardian Details (Name, Mobile)
- Blood Group
- Version (e.g., English, Bangla, Others)
Step 5: Payment Setup Configure the financial details of the enrollment:
- Payment Method: Select from the available options (e.g., SSLCommerz, bKash, Nagad, Credit/Debit Card, Cash, Free, Other).
- Discount Amount: Enter a discount amount if applicable.
- Payment Note: Add an internal memo visible only to admins.
Step 6: Finalize Enrollment Click Create Payment. The student is now officially enrolled in the selected course.
Managing Payments & Installments
Once a student is enrolled via a payment, you can manage their billing from the Payment & Installment Details modal.
Available Actions
- Add New Installment: You can create future pending installments or record past ones.
- Specify the amount, discount, note, and Next Payment Due Date.
- You can toggle Mark as Paid or check Create as Pending (student will pay later).
- Pay Existing Installment: Locate a pending installment in the table and click the Pay button.
- You can record a full or partial payment.
- Entering a partial amount automatically updates the remaining due balance.
- Edit Installment: Click the pencil icon next to an installment to adjust its Amount, Discount, Due Date, or Note.
Tracking & Follow-up
- Follow-up Status: For pending installments, use the dropdown to track collection efforts. Options include: Not Contacted, Not Responded, Talked, Will Pay Later, Refused, Follow Up.
- Last Calling Date: Log the date of the last communication regarding the payment to keep track of interactions.
Generating Documents
- Print Receipt: From the student's Payment History page, click Print Receipt to generate a two-part (Student Copy / Office Copy) printable receipt with QR codes for easy verification.