Core workflows
How do I record a fee payment?
Log UPI, cash or bank transfer payments and issue a receipt or invoice.
About 2 min
- 1
Open the payment section
Open the student or lead and go to their Payment tab.
- 2
Open Record Payment
Click Record Payment.
- 3
Choose the method
Select UPI, Cash or Bank Transfer, then enter the amount and payment date. You can add a note.
- 4
Check installments
If the fee is in installments, NurtureOS shows which dues this payment covers, earliest first.
- 5
Save
Click Record Payment. The balance updates and a receipt is issued, or a tax invoice if invoicing is enabled for that branch.
Good to know
- Recording a payment on an open lead moves it to Converted automatically.