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Educare CRM Support Ticket Form
For your assistance, please fill in this form:
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School Name:
Email:
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All Categories
ACCOUNT
Manage Accounts
How to manage Accounts

How To Manage Accounts

Manage Account keeps record of all paid and unpaid invoices and transaction done using the system

Manage Account

- Select account type (school bills, Imprest, wallet) and click on Next




- Select account type and session

- It shows the list of the total transactions so far made in the school

Green: it shows the total expected money

Blue:   it shows the summary of the paid money

Red:    it shows the summary of the unpaid money

- It also shows the total number of students who have billings

- It gives the summary, in case of discount and installments



 

Recent Payment (this is Live)

- It gives records of payments made today, week and month they were made

- They can be downloaded

 

Invoices

- It shows the total number of invoices which have been generated

Paid:        it gives the total number of paid invoices

Pending:  it gives the total number of unpaid invoices

Overdue: it gives the total number of due payments


  

 

 Account statement

- Here, you can filter and export account statements; Example, if you want statement for 6 months:

- Enter the FROM date and TO date

- Select the status either paid or unpaid

- Select class from the dropdown

- Then download either in excel format or pdf Bulk invoices

- Click on PAID/UNPAID in the list to view invoices

- School which want to attach their invoices to result majorly use bulk invoices



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Educare CRM Support Ticket Form
For your assistance, please fill in this form:
Name:
First Name
Last Name
School Name:
Email:
example@email.com
Ticket Type:
QUESTION
SUGGESTION
BUG
ERROR
Priority:
Urgent
Good To Do
Low Importance
Browser:
what web explorer are you using
Details:
Provide details of the assistance you need. Please be specific and detailed
Screen Shot Of Issue:
you can attach screen shot of issue if available
Require Physical Inspection?:
Yes
No
May Be
Preferred Schedule Date:
Preferred Schedule Time:
Submit

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