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.
To turn on invoice auto-generation in Inkwelly: open Student Fee → Invoices → Generate, find the fee structure card, locate the installment row, click Auto-gen, switch on the toggle, enter how many days before the due date Inkwelly should run, and Save. The Auto badge appears on the row. Every night at 02:00 IST Inkwelly creates the pending invoices, and the office can press Run auto-sweep anytime to trigger it manually.
Auto-generation is the single biggest reason Indian schools move off Tally or Excel onto Inkwelly. A 1,200-student school issues roughly 4,800 invoices a session across four quarterly installments; doing this by hand costs the office two full days every quarter and produces uneven parent experiences — some get the invoice on day one, some on day twenty. With auto-generation switched on, Inkwelly produces every invoice on the same scheduled night, parents see them on their dashboard the next morning, and the Overall Coverage tile on the Generate Invoices page climbs to 100% on its own. The office moves from invoice-creation to invoice-collection, which is where the real work is.
1. Open the Generate Invoices page
Open Inkwelly → Student Fee → Invoices. The Invoices page lists every invoice in the session with KPI tiles for Total, Pending, Overdue, and Paid. On the top right, click the Generate button. This takes you to the Generate Invoices page — the hub for both manual and automatic invoice creation. The breadcrumb shows Student Fee → Invoices → Generate.
2. Read the four KPI tiles at the top
At the top of the Generate Invoices page Inkwelly shows four tiles: Active Students (how many fee profiles are billable this session), Open Installments (how many current and future installments exist across all fee structures), Auto-gen On (a fraction such as 3/12 showing how many installments already have auto-generation switched on), and Overall Coverage (the weighted percentage of expected invoices that are actually generated). The Auto-gen On fraction is your scoreboard — your goal is to push it from 3/12 toward 12/12 across the session.
3. Locate the fee structure and the installment row
Below the KPI tiles, Inkwelly lists every active fee structure as its own card — for example Fee Structure - Class KG to 3, Fee Structure - Class 4 to 5, Fee Structure - Class 11 PCM. Each card lists its installments as rows underneath. Find the installment you want to automate (for example April Installment, Q1 — April to June, or July Installment). The row shows the installment name, the due date, a coverage bar, and two buttons on the right: Auto-gen and Generate.
4. Click Auto-gen on the installment row
Click the Auto-gen button on the right side of the installment row. A side sheet slides in from the right titled Auto-generate settings, with the installment name and due date in the subheader. The sheet has two areas: a switch labelled Auto-generate invoices and a numeric field labelled Days before due date. If auto-generation has been used before on this installment, the last run timestamp and status are shown at the bottom for context.
5. Switch on the toggle and set days-before
Click the Auto-generate invoices switch to On. A new section appears below asking for Days before due date — the allowed range is 0 to 30. Five days is a safe Indian-school default: parents get the invoice in WhatsApp and dashboard view nearly a week before the due date, but not so early that the SMS gets forgotten. Inkwelly instantly computes a Next run on date below the field — confirm the date looks right against the school calendar, then click Save. A confirmation dialog appears summarising the next run date and the 02:00 IST run window — click Yes, enable.
6. Confirm the Auto badge appears on the row
The sheet closes and the installment row refreshes. You should now see a small blue Auto badge with a sparkle icon next to the installment name, and a Scheduled status pill in lighter blue. The Auto-gen On tile at the top increments by one. On the night of Next run on, the Scheduled pill flips to Run done in green once Inkwelly finishes creating the invoices, and the coverage bar fills up. If the run fails for any reason it switches to Run failed in red, which a sweep can retry.
7. Use Run auto-sweep when needed
The top right of the Generate Invoices page has a Run auto-sweep button. Inkwelly already runs this sweep every night at 02:00 IST across the whole school, but the button lets the office trigger it on demand — useful when the due date is today and an installment was switched on after 02:00, or when a previous run flipped to Run failed and the cause is now fixed. The sweep is idempotent — pressing it twice on the same day does not create duplicate invoices, only pending and failed installments are processed.
8. Track health using Overall Coverage
The Overall Coverage tile is the single number to watch. It weights generated invoices against expected ones (Active Students × Open Installments) and shows the percentage. A school running auto-generation properly drifts toward 100% by the time every installment due date is reached. If Overall Coverage stays low for the same structure week after week, open the structure card and check whether the installment showing low coverage has Auto-gen switched on at all — that is the most common cause.
Next, switch on auto-generation for the other installments on the same structure so every quarter is handled automatically — the same steps apply, no fresh setup is needed. Pair this with How to bulk-generate invoices for an installment for the one-off cases where you want to back-fill a structure mid-session. Open How to create a fee structure for the academic session if the structure does not have all its installments defined yet, and How to create fee groups and assign them to classes if the Active Students count looks lower than expected.
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अक्सर पूछे गए सवाल
6 सवालWhat does Auto-gen mean on the installment row in Inkwelly?
Auto-gen is the blue badge that appears on an installment row once auto-generation is switched on for that installment. It tells the office that Inkwelly will create every pending invoice for that installment automatically on the configured date — without anyone clicking Generate. The badge is paired with a status pill: Scheduled before the run, Run done after a successful run, or Run failed if something prevented the batch from finishing.
Auto-gen kaise on kare Inkwelly me?
Student Fee menu kholiye, Invoices par jaiye, top-right ke Generate button par click kijiye. Fee structure card me apne installment ka row dhundhiye, row ke right side me Auto-gen button par click kijiye. Side sheet kholega — Auto-generate invoices toggle on kijiye, Days before due date me 5 type kijiye, Save dabaiye, confirmation dialog me Yes, enable kijiye. Row par blue Auto badge aa jayega.
Run auto-sweep kab use kare?
Run auto-sweep tab use kijiye jab due date aaj hi ho aur 02:00 IST ke baad apne Auto-gen on kiya ho — raat tak ruke bina abhi sweep chala dijiye. Doosri jagah, agar koi installment Run failed dikhaye aur cause fix ho gaya ho (jaise missing fee group ya inactive student), to button dabaye se sirf un installments ko retry kiya jayega. Sweep idempotent hai — duplicate invoice kabhi nahi banti.
How many days before the due date should auto-generation run?
Five days before the due date is the most common Indian-school setting and the one Inkwelly defaults to. It gives parents one full week to see the invoice on the parent dashboard, WhatsApp summary, and SMS reminder before the late fee starts. Schools that send physical fee slips through the child often pick seven days; hostel schools and bus-fee-only plans sometimes pick zero — invoice on the due date itself. The allowed range in Inkwelly is 0 to 30 days.
Will turning on auto-generation create duplicate invoices for students who already have one?
No. Inkwelly's auto-generation engine always skips installments where an invoice for that student already exists, regardless of how it was created — manually, by bulk-generate, or by an earlier auto-run. The Run auto-sweep button is also idempotent. The Run done status simply means the batch finished; if there was nothing new to create on that night, the run is recorded as done with zero new invoices, which is exactly the right behaviour.
What does Overall Coverage on the Generate Invoices page actually measure?
Overall Coverage is the weighted percentage of expected invoices that have actually been generated across every current and future installment in the school. The denominator is Active Students multiplied by Open Installments across all fee structures; the numerator is invoices that genuinely exist. A school running auto-generation correctly drifts toward 100% as each installment date is reached. If the figure stays under 80% week after week, an installment is missing its Auto-gen switch.
आपको ये भी पसंद आ सकता है
3 लेखस्रोत व संदर्भ
- CBSE Affiliation Bye-Laws — Chapter VII, Fee Structure and Advance Notice · देखा गया 19 May 2026
CBSE bye-laws require schools to publish the fee schedule in advance for every session, which is what auto-generation operationalises by placing each invoice in the parent dashboard days before the due date.
- Right of Children to Free and Compulsory Education Act, 2009 — Section 13 (Fee transparency) · देखा गया 19 May 2026
The RTE Act requires that no fee be collected outside the published structure, so a scheduled and predictable invoice cycle is the legal record the school must keep.
- Ministry of Education — UDISE+ School Finance Reporting Format · देखा गया 19 May 2026
UDISE+ annual returns require schools to report fee collection per class and term, which only stays clean when invoices are created on a regular schedule rather than ad-hoc through the year.
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