# Confirm payments parents report (UPI and bank transfer claims)

> When a parent says "I have paid" by UPI or bank transfer, check it against your bank and confirm it in Pathshala to record the payment and send the receipt.

Source: https://pathshala.mjxtechnologies.com/docs/fees/payment-claims/

A payment claim is a parent telling your institute "I have paid this bill" — usually by UPI to your QR, or by bank transfer — together with the amount and the UTR or reference. In Pathshala the claim waits on the **Parent Payments** screen until your office checks it against the bank and confirms it. Only then does it become a payment with a receipt.

This keeps UPI simple for parents while making sure nothing is marked paid until the money is really in your account.

> [!NOTE]
> The menu row is named after who pays: **Parent Payments** at a school or tuition class, **Student Payments** at a coaching centre, **Learner Payments** at a skill institute. This guide says "parent".

## How does a parent report a payment?

On the parent web page, a parent opens a bill and presses **Pay**. Under **Already paid?** they fill in:

| Field | What they enter |
|---|---|
| How did you pay? | UPI, Bank transfer, Cash at the office, Card at the office, Card machine (POS) or Cheque |
| Amount paid | Filled in with what is still unclaimed on the bill; they can lower it |
| Reference | The label changes with the method: **UPI reference / UTR**, **UTR / transaction number**, **Receipt number** (cash), **Approval / RRN** (card), **RRN / approval code** (POS), **Cheque number** |

They press **Tell the school I have paid**. In the MJX Parent app the button is **I have paid — tell the school**, then **Send to the school**.

The parent sees: "Sent to the school. They will confirm it against their account, usually within a day."

Pathshala refuses a claim when:

- the bill was cancelled;
- the amount is more than what is pending on the bill;
- earlier claims already cover the bill;
- the same reference was already sent for that bill.

## How to review payment claims

> [!PATH] Apps › Fees › Parent Payments

![Parent payments screen with its filters and the Apply button marked](media/fees/payment-claims-1.jpg "Apps › Fees › Parent Payments")

The screen opens on claims **Awaiting check**. At the top are four totals: **Collected via UPI**, **Confirmed today**, **Awaiting your check** and **Not received**.

Each claim shows the student's name, class and admission number, the bill number, when it was reported, the reference, **Method**, **Paid on**, and the amount next to the bill's pending balance.

### Steps to confirm a claim

1. Open your bank app or statement and find the money using the reference (UTR) and the date in **Paid on**.
2. If it is there, press [[Confirm received]] on the claim.
3. Confirm the prompt "Confirm you have received this payment in your account?".

> [!SUCCESS]
> You see "Payment recorded as PAY-… Receipt sent to the parent." The bill's balance drops, the claim moves to **Confirmed**, and the receipt goes to the family on WhatsApp.

### Steps to reject a claim

1. Press [[Not received]].
2. Type why, for example "No credit found for this UTR on 12 Oct". The parent will see this message.
3. Press OK. The claim moves to **Not received** and the bill is unchanged.

A reason is required. Pressing OK on an empty box shows "Please give a short reason".

## Filters on the claims screen

| Filter | Use |
|---|---|
| Search | Student name, UTR or admission number |
| Class | One class, or **All classes** |
| From / To | Dates the claims were reported |
| Status | **Awaiting check**, **Confirmed**, **Not received**, **All** |

Press [[Apply]] to filter and [[Clear]] to reset.

## What is recorded when you confirm

- A completed payment is recorded on the bill for the claimed amount, dated the day the parent said they paid.
- The payment method is your first active method of the matching type (a UPI claim goes to your UPI method, a cheque claim to your Cheque method). Keep one of each active on [Payment methods](fees/payment-methods).
- The reference becomes the payment's transaction ID, and the note says the parent paid and the school confirmed it.
- Pressing confirm twice never records two payments.

## Where else claims show up

- The [fee dashboard](fees/dues-and-reports) shows a banner such as "2 parent payments waiting for you to confirm", with **Review →**.
- PhonePe payments a parent started from the parent page appear here as pending claims marked "Started on PhonePe — awaiting confirmation" until the parent returns to the result page. Check them in your PhonePe dashboard before confirming. See [Online payments](fees/online-payments).

## Who can use payment claims?

| Task | Who |
|---|---|
| Open the screen | Owner, Admin, or staff with **Manage Payment Claims** (the Accountant role has it) |
| Confirm received / Not received | Owner and Admin, or a role given **Accept a Payment Claim** |
| Report a payment | The parent (or the learner, where there is no parent) on the parent page or MJX Parent app |

The screen is part of **MJX Fees Management Pro**. On a lower plan the menu row shows a lock.

## Tips

- Check claims once in the morning and once before closing. Families wait for the receipt.
- Always match the **UTR** and the **amount**, not just the name — two parents can send the same amount on the same day.
- Reject with a clear, polite reason. The parent reads it, and a vague "not received" leads to a phone call.
- If you take a lot of UPI, a [connected gateway](fees/online-payments) confirms payments by itself and saves this daily check.

## Questions people ask

### Does a parent's claim count as a payment straight away?

No. A claim is only a report. The bill stays unpaid until someone in your office presses Confirm received.

### What happens when I confirm a claim?

Pathshala records a real payment against the bill, with the reference as the transaction ID, and sends the receipt to the parent on WhatsApp.

### Does the parent see why a claim was rejected?

Yes. You must type a short reason when you press Not received, and the parent sees it.

### Can a parent report the same UTR twice?

No. A reference that is already waiting or confirmed on that bill is refused.

### Which plan has payment claims?

Reviewing claims is part of MJX Fees Management Pro.