Part 1 — Getting Started
Who can log in?
- Super Admin: creates schools and school admins.
- School Admin: manages their own school’s classes, parents, and students.
Tip: Use the latest Chrome/Edge/Firefox on desktop for best experience.
Signing in
- Open your dashboard URL.
- Enter your Email and Password.
- Click Login.
Success: You’ll see “Account Summary” and the dashboard cards.
Super Admin: create a school
- Log in as Super Admin (role:
super_admin).
- Go to the Super Admin card and click Create School.
- Fill in School Name, Admin Name, Email, Phone, Password.
- Submit — this creates the school and its school admin user.
Remember: The new school admin will log in with the email & password you set.
Part 2 — Dashboard Overview
Account Summary
Top card shows your profile and role. If you’re a school admin, you’ll also see your School ID.
| Field | Meaning |
|---|
| Admin Name | Your profile name. |
| Role | super_admin or school_admin. |
| School ID | Your linked school (for school admins). |
Overview (Last 30 days)
- Students: how many students exist in your school.
- Fees Collected: total of successful charges in last 30 days.
- Pie Chart: Students vs Fees (in ₹ thousands).
Hover the pie to see exact ₹ value.
Find Student (Search)
Use the Find Student card:
- Type part of the name, roll, phone, UPI, class, or section.
- Click a result row to open the student’s detail panel.
- From detail panel you can View Fee Slip, Send Payment Request (if not subscribed), Refresh, Cancel, or Retry.
Part 3 — Manage Data (Classes / Parents / Students)
Classes
- Create a class with Class Name, optional Section, Fee Amount and Frequency (monthly/quarterly/yearly).
- The system prepares a plan for autopay based on class fee & frequency.
- You can edit or delete a class (cannot delete if students exist in it).
Parents
- Add Parent with Name, Phone, optional Email and UPI VPA.
- Later, while adding a student, you can link to this parent.
Students
Use the Students card to create students quickly:
- Select Class.
- Enter Roll No (optional), First Name, Last Name (optional), Student mobile (optional).
- Link a Parent (optional).
- Choose Billing Day (1–28). Autopay attempts follow this day.
- Click Add.
Note: Student inherits fee from the selected class (snapshot). Make sure class has correct fee before adding students.
Edit / Delete Student
- In the Students table, use the “Actions” for Edit or Delete (if enabled in your build).
- You can also open the student via Find Student and act from the detail panel.
Part 4 — Autopay & Fee Collection
Send Payment Request (Set up UPI AutoPay)
- Go to Students (or open via Find Student).
- Click Send Payment Request. A UPI mandate link is created and shared (via Razorpay notify if available).
- Status shows as
created / pending_auth until the parent authorizes the mandate.
Status meanings
| Status | What it means |
|---|
created / pending_auth | Link sent, mandate not authorized yet. |
active | Mandate is live. Charges will run on billing day. |
halted / cancelled | Mandate stopped or cancelled. |
Other actions
- Refresh: Checks latest subscription status from Razorpay.
- Cancel: Cancels the mandate immediately.
- Retry: Generates a fresh link if the earlier one was rejected/expired.
- View Fee Slip: Creates a PDF with fee + subscription status for that student.
Branding & Payouts: Parents see your company’s name in payment prompts. You can schedule daily payouts to each school (via Razorpay’s Payouts/Transfers) as per your business setup.
Part 5 — Reports, Logs & FAQs
Reports — Dues
- Open the Reports — Dues card.
- Click Load Due List to see students needing attention (no subscription, missed cycle, etc.).
- Click Export Dues (PDF) to download a ready report.
- If there are no pending dues, you’ll see a green “No dues” message.
Logs & Monitoring
- View All Logs: Opens the latest billing logs in a modal (requests, refresh, cancel, retry, webhooks).
- Export Logs (CSV/PDF): Download for audit or sharing.
FAQs
1) Parent says “I didn’t get the link.”
Confirm parent’s phone/email on the Parent profile. Use Retry to generate a new link. You can also copy the Open Link (if shown) and share manually.
2) A student’s “Next charge” date is in the past.
It likely missed the cycle. Check Dues Report, then Refresh or contact parent to re-authorize if needed.
3) Can we change the billing day?
You can update the student’s Billing Day (1–28). Future cycles follow the new day. Already scheduled attempts keep their original date.
4) How do payouts reach schools?
Money is collected to your business account (your brand). Use Razorpay Payouts/Transfers to send each school’s share daily/weekly/monthly — as per your plan.
Support
If something looks off (e.g., “Forbidden” or “Bad JSON”), capture the error text and time, then share with your technical admin.
