How to collect a cash, UPI, card or bank payment at the counter

1. Open the parent's invoice

Open Inkwelly → Student Fee → Invoices from the left sidebar. Search by admission number, name or class section, or paste the invoice number the parent shows you on WhatsApp. Click the row to open the invoice detail page. The top-right action cluster shows the outstanding amount on a green Collect button — that is the entry point. If you prefer working from the student profile, opening Student Fee → Fee Profiles → the student also exposes a Pay button on each unpaid invoice row.

2. Click Collect to open the payment dialog

Click the green Collect ₹<amount> button at the top right of the invoice. Inkwelly opens the Collect dialog — a single compact card centred on the screen. The dialog reads the invoice's outstanding amount and prefills the Amount field so a Full payment is the default. The header shows the invoice number you are collecting against, which is your safety net against picking the wrong invoice during a busy queue.

3. Set the amount — full, half, quarter or custom

The Amount field at the top of the dialog is already filled with the full outstanding amount. If the parent is paying the entire bill, leave it as-is. For a part payment, tap the ½ or ¼ chip, or type the exact figure in the field. The Clear chip resets it to zero so you can type a custom number. A thin progress bar under the amount turns green when the value equals the full outstanding and shows the rupee figure that will remain after this payment.

4. Pick the payment mode — Cash, UPI, Card, Bank or DD

Below the amount sits a row of mode chips with icons: Cash (banknote), UPI (mobile), Card (credit card), Cheque (paper), Bank (column building for NEFT/IMPS), Net Banking (wifi), DD (receipt) and Wallet. Click the chip that matches what the parent is handing you. Inkwelly highlights the selected chip in your school's primary colour and the bottom Collect button updates to read Collect ₹<amount> · <Mode>. Keyboard users can press 1 to 9 to pick a mode without touching the mouse — useful during the morning peak.

5. Leave the date on Today, or back-date if needed

The payment date defaults to Today, shown as a small dashed Today pill below the mode chips. Leave it alone for a normal walk-in. If you are recording a payment the parent actually handed in yesterday or last week, click the Today pill to expand a date picker and pick the real date — this matters for daily collection reports and bank reconciliation. Inkwelly stamps the payment with the date you pick, not the system clock.

6. Optional — add a reference number or note

For UPI and NEFT, click the Add note pill to expand two fields: a Reference / UTR field and a free-text Note. Paste the UPI transaction reference or the NEFT UTR shown on the parent's phone here — it goes onto the receipt and into the bank reconciliation report. The Note field is for everything else: cashier initials, a counter number, or a remark like "settles April + May together". Skip this pill entirely for plain cash payments.

7. Click Collect to record the payment and print the receipt

Click the large Collect ₹<amount> · <Mode> button at the bottom of the dialog. Inkwelly records the payment against the invoice, generates a sequentially numbered receipt, drops the invoice's outstanding amount, and updates the student's fee profile and the day's collection totals in one transaction. A success toast confirms the record. The newly created receipt opens with Print and Download buttons — hand the parent the printed slip on a thermal printer or e-mail or WhatsApp the PDF straight from the receipt page.