Workflow · 6 steps

Dues raised, paid by UPI and confirmed into the books

No gateway sits between the family and the parish. The family pays from its own UPI app, says so with the reference number or a screenshot, and the treasurer confirms it against the bank.

Treasurer

Head of family

Step by step

Step 1: The treasurer names the due
Treasurer
on Dues by ward
A name and period, mandatory or optional, the amount (a fixed amount, each household’s own rate, or give what you like), a due date, who it is for (the whole parish, wards, prayer groups, organisations, or chosen families), per household or per member, and the income account.
What the others see: Nothing is sent yet. The treasurer sees a preview: who will owe what, and who is left out and why.
Step 2: The dues are raised
Treasurer
on Dues by ward
The treasurer raises the run from the preview. A run raised by mistake can be reverted.
What the others see: Each family sees the due under Dues, as “To pay” or, for an optional due, “To give”.
Step 3: The family pays by UPI
Head of family
on Dues and receipts
On the phone, Pay opens the family’s own UPI app with the parish’s UPI ID and the amount filled in. On the website, the parish’s UPI ID and a QR code to scan are shown. Several dues can be paid together.
What the others see: The money goes straight from the family’s bank to the parish’s, through UPI.
Step 4: The family reports the payment
Head of family
on Dues and receipts
The head of family enters the UPI reference number (UTR), or attaches a screenshot of the payment.
What the others see: The report appears in the treasurer’s “Payments to confirm”.
Step 5: The treasurer confirms it
Treasurer
on Payments to confirm
Having checked the bank, the treasurer confirms, with a second factor. A single due may be confirmed for a corrected amount; a payment that never arrived is marked not found, with a reason.
What the others see: The family is told, and receives a numbered receipt. The due shows what was paid and when.
Step 6: Reminders go to those who still owe
Treasurer
on Dues by ward
The treasurer sends a reminder for the period. Optional dues are reminded only when asked.
What the others see: Families who have paid are not reminded.

How it ends

Each payment becomes a transaction in the books against its income account, with a receipt for the family. A mandatory due is never paid past its amount.

5 steps

A baptism, from request to certificate

The family asks once, naming the child, the parents and the godparents. That request becomes the draft register entry, so nothing is typed twice between the request and the certificate.

A family joins the parish online

Most parishes start from an imported register, so the office usually links the request to the family it already holds, keeping the register’s facts unless it chooses otherwise.