Guides for every workflow.
How-tos and tutorials for Indian school teams — written for the way you actually work, not for the way software vendors wish you worked.
How to submit an RTE reimbursement claim to the government
For school accountants and principals filing the RTE Section 12(1)(c) reimbursement claim with the state education office. By the end the claim in Inkwelly will move from Pending to Submitted, every student item will be verified, and the government tracking reference will be recorded against the claim for the audit trail.
How to add an advance payment as a credit balance in Inkwelly
For school accountants and fee counter staff who receive advance fee payments — an annual upfront from a parent, an accidental overpayment, or a refund the family asked to retain as credit. By the end you will have a saved credit balance on the student's fee profile that Inkwelly automatically applies to the next invoice.
How to issue and waive a fine for a student in Inkwelly
For front-office staff, class teachers and accountants who need to record a small disciplinary or recovery charge — a library overdue, a damaged textbook, a late pickup, a uniform breach — and reverse one if needed. By the end you will have a saved fine on a student profile in Inkwelly with a clear category, amount and reason, and you will know how to waive it fully or partially.
How to read the Fee Collection Center dashboard
For principals, finance committees and head clerks who open the fee dashboard each morning. By the end you will know what every tile means, which number to act on first, and how Inkwelly turns the day's collections into a board-ready picture.
How to carry forward unpaid dues from the previous session
For school accountants closing one academic year and opening the next with parents who still owe fees. By the end you will have last year's unpaid amount sitting on the student's Inkwelly profile in the new session, ready to be collected alongside this year's invoices.
How to mark RTE students and prepare a reimbursement claim
For school accountants and principals running the 25% RTE quota under the Right to Education Act in private unaided schools. By the end you will have a Pending claim in Inkwelly with eligible RTE students, per-child amounts and a claim period — ready for the office to submit to the District Education Office.
How to record an RTE disbursement in Inkwelly
This guide is for school accountants and principals who have just received an RTE reimbursement credit from the state education department. By the end you will have logged the bank credit against the original claim in Inkwelly, with the right amount, date and reference, and the dashboard RTE tracker will show the claim as Disbursed.
How to apply late fees in bulk after the due date in Inkwelly
This guide is for the school office head or fee clerk on the first working day after every installment due date — April 11, July 11, October 11, January 11 in a standard CBSE calendar. By the end you will have posted the late fee line on every overdue invoice in Inkwelly in one sitting, against the active late fee rule, with the as-of date matching the day you ran the batch.
How to mark a cheque as cleared in Inkwelly
This guide is for the fee clerk or school accountant who reconciles cheques against the bank passbook every few days. By the end you will have moved a deposited cheque to Cleared in Inkwelly so the money counts as collected and the dashboard Cheque Pipeline shows the increment.
How to read the Gateway Charges (Razorpay MDR) report in Inkwelly
For school accountants closing the monthly fee P&L and principals reviewing the true cost of online collection. By the end, you will know exactly how to open the Gateway Charges report in Inkwelly, filter it to a billing period, read the four hero KPIs, and reconcile what parents paid versus what your bank actually received after Razorpay MDR and GST.
How to award and approve a scholarship for a student in Inkwelly
This guide is for fee office clerks, accountants, and principals who run the annual scholarship cycle — committee nominations, award notifications, and application against the student's fee profile. By the end you will have awarded a scholarship to one student in Inkwelly, approved it, and seen the amount applied to the Net Payable breakdown.
How to view a student's fee ledger and breakdown
For school accountants, office staff and principals handling a parent dispute, a board audit, or a year-end statement request. By the end you will know how to pull up any student's complete fee history in Inkwelly — every charge, payment, refund, discount and fine in chronological order with a running balance — and export it for a parent or auditor.
How to recalculate a student's fee profile in Inkwelly
For school accountants, fee clerks and front-office staff who just changed a student's discount, scholarship, fine or waiver and need the Net Payable, Paid and Outstanding figures to reflect the change. By the end you will know how to trigger a one-click Recalculate on the student's fee profile and read the Before / After / Change table that Inkwelly produces.
How to record a fee waiver for a student in Inkwelly
For school accountants and principals writing off part of a student's outstanding fees on hardship, medical or board-decision grounds. By the end you will have a waiver request saved against the student's fee profile, approved or rejected with remarks, and the rupee amount reflected on the breakdown — with a full audit trail.
How to follow up overdue invoices using the Aging Cliff
For school accountants and front-office staff running the monthly fee-collection chase. By the end you will have used the Aging Cliff on the Inkwelly Student Fee dashboard to triage overdue invoices by days-past-due and class, opened the Invoices Overdue tab, and sent a Send to Parent reminder on WhatsApp, SMS, Email or App Push for the right invoices.
How to mark a cheque as deposited to the bank in Inkwelly
This guide is for the school cashier or office head who collects cheques across the week and takes them to the bank in a single deposit batch — usually every Monday morning. By the end you will have the cheque marked Deposited in Inkwelly with the deposit date and bank account on record, so the cheque pipeline on the Student Fee dashboard tracks the cheque accurately while it sits with the bank for clearing.
How to initiate a refund for a parent in Inkwelly
This guide is for the school accountant and fee office handling Transfer Certificate withdrawals, mid-year exits, duplicate payments, and parental-hardship adjustments. By the end you will have a refund record open against the original payment in Inkwelly, sitting in Pending status, ready for the principal to approve before the office disburses the money.
How to apply a discount to a student's fees in Inkwelly
For school accountants and principals handing out a one-off concession that the rule engine cannot cover — RTE quota top-up, parental hardship, a board-level retention decision or a sibling exception outside the standard percentage. By the end you will have a discount saved against the student's fee profile in Inkwelly, approved by the principal, and visible on the Outstanding line.
How to cancel a fee receipt in Inkwelly
For school accountants and fee clerks who issued a receipt to the wrong student, charged the wrong amount, or collected the same payment twice. By the end you will have flipped the bad receipt to CANCELLED in Inkwelly with the reason on record and the original payment freed up for re-allocation.
How to handle a bounced cheque and redeposit it in Inkwelly
For school accountants and principals when the bank returns a parent's fee cheque unpaid — insufficient funds, signature mismatch, account closed or stop-payment. By the end you will have marked the cheque bounced in Inkwelly, restored the invoice balance, recorded any bounce charges, notified the parent, and redeposited the fresh cheque the parent sent in its place.
How to assign a fee structure to a single student in Inkwelly
For school accountants and office staff who need to move one student onto a different fee plan — hostel-to-day switch, board change mid-session, or a sibling-rule exception — without touching the rest of the class. By the end you will have the student billing from the correct fee structure with all invoices recalculated.
How to create fee profiles for newly admitted students
This guide is for the school admission office and fee clerks who need to attach fees to a newly admitted student, a re-admitted student, or a mid-session intake batch. By the end you will have Inkwelly fee profiles created for every selected student with the right fee group, the correct enrollment date, and a Net Payable amount already calculated.
How to process and disburse a refund in Inkwelly
This guide is for the school accountant or cashier who has already initiated a refund and now needs to actually pay the parent — through NEFT, UPI, or cheque — and close the refund in Inkwelly. By the end you will have a Completed refund with a transaction reference saved against it for the audit trail.
How to reconcile an online payment from Razorpay in Inkwelly
For school accountants closing the books each week or month after switching on Razorpay collections. By the end every Online Gateway payment shows a green check in the Reconciled column and the unreconciled count on the Student Fees dashboard returns to zero.
How to send a fee receipt on WhatsApp, SMS or Email in Inkwelly
For fee counter staff, accountants and principals who collect a payment and want the parent to have the receipt within minutes. By the end you will send any Inkwelly fee receipt to the parent or student on WhatsApp, SMS or email, with the PDF attached and a short personal note.
How to reverse a fee payment in Inkwelly
For school accountants and front-office staff who recorded a fee payment against the wrong invoice, posted a duplicate, or had a cheque bounce. By the end you will have reversed the payment, restored the invoice outstanding balance, and cancelled the linked receipt — with a full audit trail.
How to download or print a fee receipt in Inkwelly
This guide is for school accountants, fee clerks, and office staff who hand a printed receipt to a parent at the counter or email a PDF copy to a parent who calls a week later. By the end you will know how to find any past receipt in Inkwelly, download the A4 PDF, or reprint it on the thermal counter printer — without re-entering anything.
How to apply a manual late fee to an invoice in Inkwelly
For school accountants and fee clerks adding a one-off late fee to an overdue invoice — instead of relying on the automatic late-fee rules. By the end you will have a dated late-fee row on the invoice and a Late fee line in the Payment summary card, ready for the next reminder or counter payment.
How to collect a cash, UPI, card or bank payment at the counter
For the front-office clerk who takes ten to a hundred parent walk-ins a day during fee cycles. By the end you will be able to record any in-person payment — cash, UPI scan, card swipe, NEFT or DD — against the right invoice in Inkwelly in under thirty seconds and hand the parent a receipt before they leave the counter.
How to record a cheque payment in Inkwelly
This guide is for the school cashier or fee clerk receiving cheques at the counter — the most common offline fee instrument in Tier-2 and Tier-3 Indian schools. By the end you will have a cheque on file in Inkwelly with its number, bank and date captured, the invoice tagged as paid, and the cheque queued under the cheques pipeline for the deposit-clearing-bounce lifecycle.
How to send an invoice to a parent in Inkwelly
This guide is for the front-office clerk and accountant who follow up on unpaid fees every day. By the end you will have an Inkwelly invoice delivered to the parent on WhatsApp, SMS, email or the parent app — optionally with a one-tap UPI pay link attached — and the delivery logged against the student's profile.
How to generate a single invoice for one student in Inkwelly
This guide is for front-office clerks and accountants who need to raise a fresh invoice for just one student — a mid-session new admission, a board-transfer student joining late, or a child who rejoined after dropping out. By the end you will have a board-ready, numbered invoice on the student's fee profile, ready to send to the parent.
How to bulk-generate invoices for an installment in Inkwelly
This guide is for the school office head or fee clerk at the start of every billing cycle — Q1 in April, Q2 in July, mid-month for monthly schedules. By the end you will have raised every pending invoice for the chosen installment in Inkwelly in under a minute, with withdrawn and RTE students cleanly excluded.
How to customise the invoice template in Inkwelly
For school accountants and principals who want every fee invoice PDF to look exactly like the school's letterhead — with the right logo, address, GSTIN, bank details and signed authority. By the end you will have a fully branded, board-compliant invoice template saved in Inkwelly that every future invoice will use automatically.
How to turn on auto-generation for an installment in Inkwelly
For school office staff and accountants who want fee invoices to appear in parent dashboards automatically a few days before the due date, without anyone clicking Generate every quarter. By the end you will have one installment switched on, with a confirmed run date and a healthy Overall Coverage figure on the Generate Invoices page.
How to connect Razorpay to accept online fee payments
For school accountants and principals turning on online fee collection for the first time. By the end, parents will be able to pay invoices over UPI, cards, NEFT, and wallets directly into your school's Razorpay account, with every payment auto-posted back into Inkwelly as a settled receipt.
How to set up staff-ward discount rules in Inkwelly
This guide is for school accountants and HR administrators who want to give a standing fee concession to children of teachers, drivers, support staff, or the principal. By the end you will have a category-wise rule that Inkwelly applies automatically on every staff-ward invoice for the rest of the session.
How to customise the A4 fee receipt template in Inkwelly
This guide is for the school accountant, fee clerk, and office administrator who hands over a printed fee receipt to a parent every day. By the end you will have an A4 PDF receipt template in Inkwelly with your school name and logo, full address and contact, GSTIN and PAN if applicable, an authorised signature, and a verification QR — ready for the next collection at the counter.
How to set up thermal receipt printing in Inkwelly
This guide is for the school office staff and accountant who collect cash and UPI fees at the counter and need a quick paper slip for the parent. By the end you will have an 80mm thermal printer connected to Inkwelly, the receipt layout dialled in, and a test print on paper that matches what every parent will get next.
How to set up early-payment discount rules in Inkwelly
For school accountants and principals who want parents to clear fees ahead of the due date so April salaries and quarter-start expenses stay covered. By the end you will have a saved early-payment rule in Inkwelly that gives parents a small discount when they pay early.
How to set up sibling discount rules in Inkwelly
For school accountants and principals offering a concession to families with two or more children on the rolls. By the end you will have sibling discount rules saved in Inkwelly — 2nd child, 3rd child, 4th child — that apply automatically the next time the fee profile is recalculated.
How to create a refund policy with time-based slabs in Inkwelly
This guide is for the school accountant and fee office handling Transfer Certificate withdrawals, mid-year exits, and family relocations. By the end you will have a refund policy in Inkwelly with day-based slabs that automatically tells the office what percentage of fees to return when a parent withdraws their child.
How to register scholarship donors in Inkwelly
For trustees, principals and fee-office staff registering the people and organisations that fund scholarships at the school. By the end you will have a complete donor record in Inkwelly — name, type, PAN for 80G receipts, contact details — and the donor linked to a specific scholarship like Merit Scholarship.
How to set up late fee rules (flat, percentage, slab or hybrid)
For school accountants and front-office staff who need a clear, fair penalty on overdue fee invoices. By the end you will have a saved late fee rule in Inkwelly — flat per day, percentage of outstanding, day-wise slabs, or hybrid — with grace days and a maximum cap, ready to apply to invoices.
How to define fee categories and fee heads in Inkwelly
For school accountants and principals setting up the fee module for a new academic session. By the end you will have clean fee categories grouping every line item your invoices need — Tuition, Transport, Activities, Facility — with GST and refund flags ready for the fee structure builder.
How to create fee groups and assign them to classes in Inkwelly
For school office staff and principals who run different fees for primary, secondary, hostel, day-scholar or RTE students. By the end you will have a fee group ready, mapped to the right classes, so every new admission picks up the correct fees with no manual fiddling.
How to create a fee structure for the academic session
For school accountants and principals setting up fees at the start of a new academic year. By the end you will have a saved fee structure in Inkwelly with classes, line items per fee head, and dated installments ready to assign to a fee group.
How to fix webhook-silent and DLT-not-approved alerts in Inkwelly
Two amber alerts at the bottom of the Communications dashboard quietly explain most parent-messaging breakdowns. WEBHOOK_SILENT hides delivery status; DLT_NOT_APPROVED blocks SMS outright. Both have a 10-minute fix once you know where to click.
How to track this month's Communications bill in Inkwelly
Schools want to know what they are spending on parent messaging before the Meta or MSG91 invoice lands. Inkwelly's Usage page gives a real-time, current-month view of every send, every failure, and every paisa tied to it.
How to see every message sent for one invoice in Inkwelly
Inkwelly groups every send by its triggering source, so one fee invoice shows its share message, payment reminder, receipt, and fine alert in a single view. This page walks through opening that view and reading delivery status for parent-support calls.
How to diagnose a failed parent message in Inkwelly
A parent walks in saying no fee receipt ever arrived. Instead of resending blindly, open the Messages log, find the FAILED row, and read the exact provider error. Six error codes cover 95% of failures, and each has a one-line fix.
How to check parent reach on WhatsApp in Inkwelly
Before you migrate fee receipts and PTM cards off paper, you need to know how many parents are actually reachable on WhatsApp. This guide shows you the one card that gives you that number and the exact place to fix bad data.
How to read the Communications dashboard in Inkwelly
The Communications dashboard is where you see, at a glance, whether parents are actually getting your messages. This guide walks through every card, the numbers that matter, and the one action to take when something dips.
How to send a test parent message in Inkwelly
A short, practical guide for school admins who want to verify a parent message template end-to-end before a fee-week or result-day broadcast. By the end of this page you will have sent one real dispatch through Inkwelly's Send a test message dialog and watched it show up in the Messages log with a live SENT or DELIVERED status.
How to auto-handle parent STOP replies in Inkwelly
A practical guide for school admins who want clean, TRAI-aligned opt-out handling on parent WhatsApp and SMS. By the end you will have one master toggle switched on in Inkwelly so STOP replies are auto-acknowledged, recorded as HANDLED on the Inbound page, and ready for your auditor to inspect any time.
How to set a monthly Communications budget in Inkwelly
A short guide for school admins and accountants who want a predictable monthly bill on parent notifications. By the end of this page you will have a soft monthly INR budget saved in Inkwelly, visible on the usage dashboard, and ready to share with your principal at the next finance review.
How to set quiet hours for parent notifications in Inkwelly
For principals who want to stop the 10pm homework ping and the 6am attendance buzz from waking parents up, but still let fee-payment receipts and admission-result alerts dispatch the moment the event fires. By the end of this guide your school has a defined daily window outside which non-urgent dispatches queue silently and fire when the window ends.
How to turn off one channel per trigger in Inkwelly
For principals who want a parent notification to keep going out but only over some channels — for example, SMS only for daily attendance because WhatsApp utility costs add up, or WhatsApp only for fee receipts because SMS misses delivery on Jio. By the end of this guide one channel is silenced for one trigger while the others keep dispatching exactly as before.
How to turn off a parent notification in Inkwelly
For principals who want to stop a specific Inkwelly notification from going to parents — a homework template that the headteacher decided is too noisy, an attendance alert that fires on a half-day, an admit-card notice the school sends on paper instead. By the end the trigger is off across every channel and zero messages dispatch for that event until you turn it back on.
How to reset a customised template to Inkwelly's default
For principals who customised a template, then changed their mind — maybe the new wording got rejected by Meta, maybe the principal who edited it left, maybe the school just wants the editorial default back. By the end your template is back on Inkwelly's tested default body, and the next send uses it from that moment on.