FI- Check dues for exiting student

Executed by

Accounts Executive – Receivable

Finance Manager

Processes triggered from

1. Refund (Pull Out)

Navigation

Navigation 1: Reports > Accounts Receivable (Aging)
Navigation 2:Reports > Customer Ledger Summary

Steps

1. Navigate to the Accounts Receivable (Aging) report.
2. Filter by Customer Name to identify the exiting student.
3. Review outstanding balances or overdue amounts.

4. Navigate to Customer Ledger Summary for detailed transaction history.
5. Verify total dues or refunds required before proceeding with further refund steps.