{"id":11138,"date":"2025-12-08T19:45:30","date_gmt":"2025-12-08T14:15:30","guid":{"rendered":"https:\/\/helpcenter.nexterp.in\/helpcenter\/?p=11138"},"modified":"2025-12-08T19:45:33","modified_gmt":"2025-12-08T14:15:33","slug":"how-can-i-add-manual-receipt-numbers-when-bulk-uploading-fees-using-an-excel-sheet","status":"publish","type":"post","link":"https:\/\/helpcenter.nexterp.in\/helpcenter\/how-can-i-add-manual-receipt-numbers-when-bulk-uploading-fees-using-an-excel-sheet\/","title":{"rendered":"How can I add manual receipt numbers when bulk uploading fees using an Excel sheet?"},"content":{"rendered":"\n

To add manual receipt numbers in bulk<\/strong> via an Excel sheet and upload fee collection details, follow these steps:<\/p>\n\n\n\n

Step 1: Navigate to Bulk Upload<\/strong><\/p>\n\n\n\n

    \n
  1. Go to Transactions > Finance > Fee > Fee Collection<\/strong>.<\/li>\n\n\n\n
  2. In the Fee Collection page<\/strong>, locate the Bulk Upload<\/strong> option on the top-right corner of the screen.<\/li>\n\n\n\n
  3. Click on Bulk Upload<\/strong> to open the bulk upload interface.<\/li>\n<\/ol>\n\n\n\n

    Step 2: Download the Template<\/strong><\/p>\n\n\n\n

      \n
    1. In the Bulk Upload page, there are different templates available.<\/li>\n\n\n\n
    2. Look for Template C<\/strong>, specifically designed for uploading fee collection details.<\/li>\n\n\n\n
    3. Click on the Download Template<\/strong> button to save the Excel file to your system.<\/li>\n<\/ol>\n\n\n\n

      Step 3: Enter Details in Template C<\/strong><\/p>\n\n\n\n

        \n
      1. Fill in the Required Fields<\/strong>:\n
          \n
        • Student ID<\/strong>: Enter the unique identifier for each student.<\/li>\n\n\n\n
        • Fee Type<\/strong>: Specify the applicable fee type (e.g., tuition, transportation).<\/li>\n\n\n\n
        • Installment<\/strong>: Mention the installment name or number.<\/li>\n\n\n\n
        • Amount Paid<\/strong>: Enter the payment amount.<\/li>\n\n\n\n
        • Date of Payment<\/strong>: Record the payment date in the correct format (e.g., YYYY-MM-DD).<\/li>\n\n\n\n
        • Manual Receipt Number<\/strong>: Add the manual receipt number in the appropriate column.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
        • Verify Entries<\/strong>:\n
            \n
          • Ensure there are no missing or incorrect entries, as errors may lead to upload failures.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n

            Step 4: Upload the Completed Template<\/strong><\/p>\n\n\n\n

              \n
            1. Return to the Bulk Upload page<\/strong>.<\/li>\n\n\n\n
            2. Use the Upload File<\/strong> option to select and upload the completed Template C.<\/li>\n\n\n\n
            3. Confirm the upload and wait for the system to process the file.<\/li>\n<\/ol>\n\n\n\n

              Step 5: Verify the Upload<\/strong><\/p>\n\n\n\n

                \n
              1. Once the file is uploaded, check for any errors in the processing status.<\/li>\n\n\n\n
              2. If there are issues, download the error report, correct the entries, and re-upload the file.<\/li>\n\n\n\n
              3. Navigate to the Fee Collection page<\/strong> to confirm that the receipt numbers and payment details are successfully updated.<\/li>\n<\/ol>\n\n\n\n

                Example Use Case<\/strong><\/p>\n\n\n\n

                  \n
                • A school has collected fees offline for multiple students and issued manual receipts. To reflect these payments in the system:\n
                    \n
                  1. The admin downloads Template C<\/strong>.<\/li>\n\n\n\n
                  2. Fills in student payment details, including manual receipt numbers.<\/li>\n\n\n\n
                  3. Uploads the file to ensure the records are updated in bulk.<\/li>\n<\/ol>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

                    To add manual receipt numbers in bulk via an Excel sheet and upload fee collection details, follow these steps: Step 1: Navigate to Bulk Upload Step 2: Download the Template Step 3: Enter Details in Template C Step 4: Upload the Completed Template Step 5: Verify the Upload Example Use Case<\/p>\n","protected":false},"author":26,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[54],"tags":[1016,56],"post_folder":[],"class_list":["post-11138","post","type-post","status-publish","format-standard","hentry","category-collect-fee","tag-bulk-fee-upload","tag-collect-fee"],"_links":{"self":[{"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/posts\/11138","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/users\/26"}],"replies":[{"embeddable":true,"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/comments?post=11138"}],"version-history":[{"count":2,"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/posts\/11138\/revisions"}],"predecessor-version":[{"id":17977,"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/posts\/11138\/revisions\/17977"}],"wp:attachment":[{"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/media?parent=11138"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/categories?post=11138"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/tags?post=11138"},{"taxonomy":"post_folder","embeddable":true,"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/post_folder?post=11138"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}