Help Center
Bursars
Invoicing, receipts, banking and reconciliations.
Articles (4)
Create fee invoices
2 min read · Updated 2026-07-01
Create fee invoices — a concise guide covering the essentials.
Handle overpayments
2 min read · Updated 2026-07-01
Handle overpayments — a concise guide covering the essentials.
Refund a parent
2 min read · Updated 2026-07-01
Refund a parent — a concise guide covering the essentials.
Petty cash workflow
2 min read · Updated 2026-07-01
Petty cash workflow — a concise guide covering the essentials.
FAQ
How do I issue a receipt?
Payments > select transaction > Issue receipt.
Can I refund a payment?
Yes, with administrator approval and a documented reason.
How do I export daily collections?
Reports > Daily collections > Export CSV/PDF.
How do I close the books for the month?
Finance > Month-end > Run close.
Where do I record petty cash?
Finance > Petty cash.
Can bursars issue partial receipts?
Yes, receipts scale to the amount received.