Dues Followup ( Fee Module )
The Dues Follow-Up feature in VIDYA School Software is designed
to help schools keep track of fee payment reminders and follow-up
communications with parents. It allows staff to document follow-up actions, schedule the next contact
date, and close follow-ups
once dues are cleared or communication is complete.
Follow the below-mentioned steps to save Dues Followup of students -
-
Click on
Fee
Module.
- Click on
Dues Followup
option.
-
Select
☑
All Student
checkbox if you want to view the records of all students of the school.
OR
-
Select
☑ Shift [▼], ☑ Class [▼], ☑ Stream [▼] (only for higher classes), ☑ Section [▼]
to view the records of all students of any particular class.
-
Select month from
Month From
[▼]
field to specify from which month do you want to view the dues list.
-
Select month from
Month To
[▼]
field to specify till which month do you want to view the dues list.
-
Click on the
Load Student
button.
-
Student's records will be listed as follows.
Note - Students whose all fee dues are clear (paid) will be highlighted with blue color.
-
Select the student whose dues followup you want to save.
-
Select Date at which your are taking the followup from
Follow-up date
[▼]
list.
-
Write the followup details in the
Follow-up reply
field.
-
Select next followup date from
Next follow-up
[▼]
list.
-
If you want to close the followup then click on
☑
Close follow-up
checkbox.
-
Click on
Save Follow-Up
button to save the followup.
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