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FEE RECEIPT WORKFLOW

Turn a WhatsApp receipt into a reviewed, traceable case.

Families can submit payment proof through the school’s WhatsApp number. Connect extracts transaction details, identifies the student and fee head, and sends uncertain cases to the accountant for review.

Connect your school See all features
ReceiptsNeeds review · 1
AS
Aarav Sharma · 5-ATuition · ₹2,500
Checking
KM
Kabir Mehta · 8-CTransport · ₹800
Review
IR
Ishita Roy · 3-AAdmission · ₹15,000
Recorded
  1. Received
  2. Read
  3. Verified
  4. Recorded in ERP
  5. Parent notified
Payment successful₹2,50010 Nov 2026 · 9:41 AM
UTR 4021 8830 1177 · PhonePe
Reading image…
Amount
UTR
Date
Student
Fee head
Verification
  • UTR format valid
  • Amount matches fee head
  • Date within payment window
  • No duplicate UTR found
  • Status confirmed by provider
1
Read the screenshotAmount, UTR, date and app are drafted from the image.
2
Verified, never assumedChecks run first. Uncertain payments go to the accountant.
3
Recorded onceThe same UTR can never create two payment entries.

What you can do

Extract transaction reference, amount, date, and payment platform from an image.

Identify the guardian and ask them to choose a child when needed.

Collect the fee category and match it to applicable ERP fee heads.

Check transaction references for duplicates and validate the payment before recording.

Create an accountant review case when details cannot be reliably verified.

A better way to work

OCR is treated as extraction, never proof of paymentDuplicate UTRs cannot create multiple entriesFamilies receive confirmation after ERP records the verified payment

Schogle Connect is a product of SCHOGLE TECHNOLOGIES PRIVATE LIMITED.

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