Finance and payments

Raise invoices with line items, tax, and due dates.

• Create an invoice from the student profile with line items.
• Set currency, tax, and due date.
• Send branded PDF invoices to students.

Students pay via eSewa or Khalti from their portal.

• Students click Pay on their invoice in the student portal.
• Payment confirmation updates the invoice automatically.
• Receipts are available for download.

Record cash or bank transfers with maker-checker approval.

• Record a manual payment against an invoice.
• A second staff member must approve before the payment is confirmed.
• Both the recorder and approver are logged for audit.

Process refund requests and issue credit notes.

• Request a refund from the invoice detail page.
• Refunds require approval from a second staff member.
• Credit notes are tracked separately and can be staged for accounting export.

Two-person approval for refunds and manual payments.

• All refund and manual payment decisions require a second approver.
• Approving requires re-authentication with your authenticator app.
• The Approvals page shows all pending items across the workspace.

Automatic sub-agent commission calculation and tracking.

• Commissions are calculated automatically from agreed rates.
• Track pending, confirmed, and paid commissions by currency.
• Sub-agents can view their commissions in the agent portal.

Multi-currency revenue reports with branch filtering.

• Revenue, collection, and refund totals are shown by currency.
• Filter reports by branch, date range, and payment status.
• Export financial data as CSV.

Connect to Xero or QuickBooks Online for automatic export.

• Connect your accounting provider under Settings → Accounting.
• Invoices and credit notes are staged as sync jobs.
• Failed syncs surface for retry or skip, with exponential backoff.