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Issue a Payment Receipt

Updated on May 20, 2022

A payment receipt is different from an invoice. Meaning that a client can pay monthly and receive a payment receipt, but the educational institution will produce an invoice once per a defined period of time (e.g. year), as it was defined in the financial arrangement. To issue a payment receipt in Classter, you first need to create a transaction of this type.

To create a transaction type payment receipt, follow the next steps.

Login as an Admin, and from the main menu, go to Financial Settings→Transaction Types/Series. (Figure 1)

Figure 1

In the next window, click on the “+Create New” button to create a new Transaction Type/Series. (Figure 2)

Figure 2

Here you can create a new transaction type. You need to add an abbreviation of your transaction type, define the category, and write a description. You also have the option to define more fields, such as the faculties for which the transaction type applies etc. (Figure 3)

Tip: You may find an analytical description of these fields here.

Figure 3

Now that you have created a transaction type payment receipt, you can issue payment receipts.

To do so, from the main menu go to Students→Students Lists. (Figure 4) Note: This second part of the process can be done by an employee user as well as an Admin.

Figure 4

For your selected student, from the menu “Actions”, select “New Transaction-Payment Receipt”. (Figure 5)

Figure 5

In the next field, you can specify several fields, such as the Type, Payer, Arrangements etc. (Figure 6)

Figure 6

When you are ready, click on one of the saving button options, i.e.:

  • Save: will Save your payment receipt in Classter.
  • Save and Print: will Save your payment receipt in Classter and produce a PDF report.
  • Save and Email: will Save your payment receipt in Classter and send an email to the payer. (Figure 7)

Figure 7

Tip: You may find more information regarding transaction student forms here.

Extra Tip: Don’t forget to take a look at our Billing Module Manual to take advantage of all its capabilities.

Find more or post your questions on our Facebook Community Page. Also, watch our how-to videos on our Youtube channel.

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