How to Process a Fee Refund — ALIF Matriculation School ERP

Step-by-step

1

Open Fees Collection (sidebar → Finance → Fees).

2

Find the student in the list. The student must have already paid some fees — only then does the ↩️ Refund button appear (red, in the Actions column).
If a student has paid nothing, you'll only see a Collect button — there is nothing to refund.

3

Click the ↩️ Refund button on that student's row.

4

In the form, set:

Refund Amount — pre-filled with the refundable balance (you can lower it for a partial refund)
Reason — choose "Student Discontinued"
Refund Mode — Cash / GPay / Bank Transfer / UPI
Reference no. & Remarks — optional
Keep ☑ Mark student as Inactive (discontinued) ticked

5

Click Process Refund & Generate Voucher. A printable Refund Voucher appears — you can Print it or Send it to the parent on WhatsApp.

What the system does automatically

Reduces your "Collected" total by the refunded amount
Adds a matching "Fee Refund" expense in Finance / Ledger
Marks the student Inactive with the discontinue date
Saves the voucher — a 📄 voucher icon stays on that student's row to reprint anytime
Shows total refunds on the "Refunded" card on the Fees page

Note: Once a student is refunded and marked inactive, their parent login stops working (the parent portal only allows active students). This is expected.