Package

Installment plans for paying fees.

A package is a payment plan defined by how many installments there are and how many days each installment lasts, for example 4 installments of 90 days. A package is assigned to a student at admission.

Where it is used

  • Student admission and edit (package assignment)

Before you start

  • Create packages before admitting students who will pay in installments.

The list page

Open Main Entry → Package from the sidebar, or click the Package card on the Main Entry dashboard.

Package list page
Package list page
  1. 1Add Package opens the form in a panel on the right.
  2. 2Status: green Active or grey Inactive. It is read-only here; change it from the edit form.
  3. 3Edit (pencil) opens the same form with the record filled in.
  4. 4Delete (red bin) removes the record after a confirmation.
ColumnShows
SNRow number on the current page.
NameThe package name.
InstallmentsHow many installments.
Period (Days)Length of each installment in days.
StatusActive or Inactive.
Created AtThe date it was added.
ActionsEdit and delete.

Known issue: search box

The search box on this page is shown but does not narrow the list yet. Use Rows and the page buttons under the table to move around.

Add a package

  1. 1

    Open the form

    Click Add Package (callout 1 above). A panel slides in from the right.
  2. 2

    Fill in the details

    Complete the fields below. The numbers match the callouts in the screenshot.
    The add form for package
    The add form for package
    #FieldRequiredWhat to enter
    1 Package Name Yes A unique name, for example Quarterly Plan.
    2 Number of Installments Yes A whole number of at least 1.
    3 Installment Period (Days) Yes Days in each installment, at least 1.
    4 Status No On (default) = available for selection.
  3. 3

    Save

    Click Save Package (the last callout). On success the panel closes, the list refreshes and a green Success message appears. If something is wrong, a red Error message lists the problems and the panel stays open so you can fix them. Cancel, the × or a click outside the panel closes it without saving.

Edit package

  1. 1

    Open the record

    Find the row and click the pencil icon in the Actions column (callout 3).
  2. 2

    Change and update

    The panel opens as Edit Package with the current values filled in. Change what you need and click Update Package.

Deactivating instead of deleting

To retire a package without losing history, edit it and switch Status off. It stays in the list as Inactive and drops out of the dropdowns that use it.

Delete package

  1. 1

    Click the bin

    Click the red bin icon in the Actions column (callout 4).
  2. 2

    Confirm

    Your browser asks you to confirm. Click OK to delete or Cancel to keep it.

Deleting is permanent

Deleted records cannot be restored. If it has already been used elsewhere in the system the delete may be refused with An error occurred. Please try again. Mark it Inactive instead.

Good to know

You only see your own packages

This list shows packages created by the user who is logged in.

Messages you may see

MessageWhat it means
<name> created successfully!The package was added.
<name> updated successfully!Your changes were saved.
Data is deleted successfully!The package was removed.
The name has already been taken.That package already exists.
An error occurred. Please try again.The save or delete was refused, for example because the record is still in use elsewhere.