opemSIS is a OS4Ed product

How to generate various types of reports on billing?

Balance Reports

To generate a report stating the balance dues from the student, go to Billing >> Transactions >> Balance Reports. Search for the student with proper criteria in the student search page.

Balance_Reports_1.png

You will find a list of students with balance report.

Balance_Reports_2.png 

Daily Transaction

Daily transaction report shows the transactions taken place for a student for the selected date range. To get the report, Go to Billing >> Reports >> Daily Transaction.

Daily_Transaction_reports_1.png

The student search box will appear, search with proper criteria and a student list are retrieved.

Click on a student from the list as shown below.

Daily_Transaction_reports_2.png

Transaction details for the particular student will be as shown below.

Daily_Transaction_reports_3.png

 

Payment History

Payment history shows the student’s payment details along with the fee type that was assigned to the student. Go to Billing >> Reports >> Payment History for the report.

Payment_History_Report_1.png

The student search box will appear, search with proper criteria and a student list are retrieved with a date range picker. Select the student, set a date range for the payment history details that is needed to view or print and click Print Ledger.

Payment_History_Report_2.png

The Report appears in a print format like in the image below.

Payment_History_Report_3.png

 

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