# Fees management in Pathshala

> Set fee heads and class-wise structures, raise invoices, collect cash, UPI or online, send receipts on WhatsApp and track dues — all in Pathshala.

Source: https://pathshala.mjxtechnologies.com/docs/fees/

MJX Fees Management is the fees module of Pathshala. You decide what each class pays once, Pathshala turns it into invoices, your staff record payments in seconds, and every payment gets a numbered PDF receipt that can go to the family on WhatsApp.

It is built for schools, coaching centres, tuition classes, colleges and skills institutes whose fee collection today is a register, a receipt book and a lot of phone calls.

## How fees work in Pathshala

Money moves through five steps. Each step has its own screen and its own guide.

::: steps
### Set up what you charge
Create **fee heads** (Tuition, Transport, Exam…) and give each class an amount per head in **Fee Structures**. Optionally add a **collection plan** (monthly, quarterly, or your own instalments).
### Raise invoices
On **Invoices**, make a bill for one student or for a whole class at once — by month or by instalment. Discounts and activities are added for you.
### Collect the money
Open the invoice and press **+ Record Payment**: cash, UPI, cheque, card or bank transfer, full or part. Parents can also pay online.
### Send the receipt
A receipt number is given at once. The PDF receipt goes to the family on WhatsApp by itself (Basic and above), and you can download or resend it any time.
### Follow up and close the day
See who is overdue on **Fee Collection**, send WhatsApp reminders from **Fee Reminders**, and count the drawer against the **Day-book**.
:::

## What you can do

::: cards
- [Quickstart](fees/quickstart) — From zero to your first receipt in about 15 minutes
- [Fee heads and structures](fees/fee-structure-and-heads) — What you charge, per class, with due days, late fees and instalments
- [Raise invoices](fees/assigning-fees) — One student or a whole class, by month or by instalment
- [Collect a fee](fees/collect-a-fee) — Cash, UPI, cheque or card, full or partial payments
- [Receipts](fees/receipts) — Receipt numbers, PDF, WhatsApp delivery and resending
- [Discounts and concessions](fees/discounts-and-concessions) — Sibling, staff ward, scholarship — with approval
- [Activities](fees/activities) — Optional paid activities billed with the fees
- [Fee reminders](fees/fee-reminders) — WhatsApp reminders you choose and send
- [Payment methods](fees/payment-methods) — Cash, UPI with your own QR, cheque, card, bank
- [Online payments](fees/online-payments) — Your own Razorpay or PhonePe, and Getting paid & KYC
- [Parent payments](fees/payment-claims) — Confirm UPI and bank payments that parents report
- [Cheques](fees/cheques) — Cheques in hand, cleared and bounced
- [Refunds and cancellations](fees/refunds) — Give money back, or cancel a wrong payment
- [Dues and reports](fees/dues-and-reports) — Fee Collection dashboard, defaulters, forecasts and checks
- [Day-book and Tally](fees/day-book-and-tally) — The day's money line by line, and a Tally export
- [Who can do what](fees/roles-and-permissions) — Owner, Admin, Accountant, Cashier and others
:::

## Where Fees lives in the menu

When your institute has the Fees module, press **Apps** and choose **Fees**. The rows marked **Fees settings** are under the **Fees settings** row at the foot of the menu:

| Row | What it opens |
|---|---|
| Fee Collection | The money dashboard: today, this month, overdue, who to follow up |
| Invoices | Every bill; make new bills here and record payments against them |
| Payments | Every payment; view, cancel or refund |
| Day-book | One day's money in and out, line by line |
| Cheques | The cheque register |
| Parent Payments | Payments parents say they made, for you to confirm (called **Student Payments** at a coaching centre) |
| Fee Reminders | WhatsApp reminders for pending and overdue fees |
| Collections | Who is likely to pay late, and a 30/60-day forecast |
| **Fees settings** › Worth a look | Places where your fee records disagree (owner and admin only) |
| **Fees settings** › Fee Heads | The list of things you charge for |
| **Fees settings** › Fee Structures | Amounts per class, and the collection plan |
| **Fees settings** › Activities | Optional paid activities |
| **Fees settings** › Discounts | Your discount types |
| **Fees settings** › Payment Methods | Cash, UPI, cheque… and the online gateway |
| **Settings** › Getting paid & KYC | KYC for every account; the bank account step only when MJX collects money for you |

A row with a small padlock is in your menu but not in your plan; clicking it shows what the upgrade adds. A row that your role cannot open is not drawn at all.

> [!NOTE]
> If your institute holds Fees only because MJX LMS needs it (to sell courses), the section is called **Payments** and shows only what you need to get paid.

## Web and apps

| Where | Who | What they can do with fees |
|---|---|---|
| Pathshala on the web | Owner, admin, staff | Everything on this page |
| MJX Teacher app | Staff with fee permissions | Take a payment, see "My collection today", who owes, cheques, parent claims, send reminders — as their role allows. [Get the app](~/app/teacher) |
| MJX Parent app and parent web page | Parents | See bills, payments and receipts; pay online; report a UPI or bank payment. [Get the app](~/app/parent) |

## Plans

MJX Fees Management comes in three editions. Prices are on the [pricing page](~/pricing).

| Feature | Forever Free | Basic | Pro |
|---|---|---|---|
| Fee heads, structures, collection plans | Yes | Yes | Yes |
| Invoices, payments, PDF receipts | Yes | Yes | Yes |
| UPI ID and QR on the parent pay screen | Yes | Yes | Yes |
| Receipts and invoices on WhatsApp | — | Yes | Yes |
| Day-book and its Excel / Tally files | — | Yes | Yes |
| Discounts and concessions | — | Yes | Yes |
| Refunds | — | Yes | Yes |
| Cheque register | — | Yes | Yes |
| Fee reminders on WhatsApp | — | Yes | Yes |
| Online payment through your own gateway | — | — | Yes |
| Parent payment claims to confirm | — | — | Yes |
| Paid activities | — | — | Yes |
| Collections forecast and "Worth a look" | — | — | Yes |

Fees is also part of the MJX ONE bundles. WhatsApp messages (receipts, invoices, reminders) are billed as WhatsApp usage, separately from the plan.

## Where to start

1. Make sure your classes and the current academic year are set up (see [Quickstart](fees/quickstart)).
2. Follow the [Quickstart](fees/quickstart) to make your fee heads, a structure, a payment method and your first invoice.
3. Give your office staff the right job role — see [Who can do what](fees/roles-and-permissions).

## Need help?

WhatsApp or call MJX support on **7996837555**, or email **info@mjxtechnologies.com**.

## Questions people ask

### What is MJX Fees Management?

It is the fees part of Pathshala. You set what each class pays, raise invoices, record payments by cash, UPI, cheque or online, send receipts on WhatsApp and see who still owes money.

### Do I need a separate app to collect fees?

No. Everything works in the browser. Staff can also take payments in the MJX Teacher app, and parents can see and pay their bills in the MJX Parent app.

### Can a parent pay online?

Yes, on Fees Pro. Connect your own Razorpay or PhonePe account and parents pay from the parent page or app. On every plan parents can also pay to your UPI ID or QR and tell you they paid.

### Does Pathshala send fee reminders automatically?

No. You choose who gets a reminder on the Fee Reminders screen and press Send. Nothing goes out by itself, so one wrong fee structure can never message every parent.

### Which words will I see on screen?

The words follow your institute type. A school sees Student, Parent and Class; a coaching centre sees Student and Target Exam; a college sees Guardian and Branch; a skills institute sees Learner and Course.