How to generate Payment Reports in Kriyo?

Why Generate Payment Reports in Kriyo

Kriyo enables schools to generate accurate, easy-to-read payment reports in just a few clicks.

These reports save time and provide a clear overview of total collections, outstanding dues, and overdues all in one place.

Whether you manage one branch or multiple schools, Kriyo’s reporting tool helps you access real-time financial insights without manual calculations.

Step-by-Step Guide to Generate a Payment Report

• Log in to Kriyo Web

Access your account from Kriyo Web.

• Go to: Fee Invoices → Payment Reports
• Select Your School
• If you manage multiple schools, select one or more schools to generate reports simultaneously.
• When you have only one school, Kriyo selects it automatically — no additional action needed.
• Confirm Academic Year
• The current academic year is selected by default.
• Change it if you wish to view or download reports from a previous academic year.
• Apply Filters

Use filters to refine your report and view only the information you need:

• Created Date: View invoices created within a specific date range.
• Due Date: View invoices that are due in the selected period.
• Payment Date: View invoices paid during the selected period.

• Customise Your Report
• Choose a date range — custom, month, quarter, or year.
• Select payment mode — UPI, card, net banking, cash, or others.
• Pick payment status — paid, due, or partially paid.
• View and Download the Report
• Click Search to see the summary view.
• Expand the dropdown to view the complete detailed report.
• To download the full report, click the Excel button.
• The exported report is ready for audits, management reviews, or school record maintenance.

Benefits of Payment Reports in Kriyo

• Access real-time insights into collections, dues, and overdues
• Customise and filter data by school, date, mode, or payment status
• Export reports instantly in Excel format for audits and reviews
• Eliminate manual data compilation and reconciliation errors