Save and Close Dues Follow Up

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.

  1. Select the student whose dues followup you want to save.
  2. Select Date at which your are taking the followup from Follow-up date [▼] list.
  3. Write the followup details in the Follow-up reply field.
  4. Select next followup date from Next follow-up  [▼] list.
  5. If you want to close the followup then click on ☑  Close follow-up checkbox.
  6. Click on Save Follow-Up button to save the followup.