Fees
Set up what each grade pays, send bills, take payments and print receipts, follow up on late families, and handle discounts, corrections, deposits and refunds. Reports show what came in and what is still owed.
98 guides in Fees
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How do I…Short answers, one task each
Find a student to collect fees fromSearch for the family who is paying.Take a part paymentRecord less than the full balance and leave the rest to pay later.Record a cheque paymentTake a cheque and keep the bill open until the bank clears it.Record a payment you got on an earlier daySave a payment with the day the money really arrived.Add a reference number to a paymentNote a cheque, slip or transfer number so the payment can be checked later.Print a receipt after a paymentPrint the receipt for the payment you just took.Collect a family's next billGo straight to the next unpaid bill for the same student.Why can't I find a student in Collect feesWhy a family does not show up in the search.Why can't I collect a paymentWhy the payment form or the coin button is missing.Why is a payment refusedThe rules that stop a payment from being saved.Search for a billFind a bill by student name or bill number.Show only unpaid, overdue or paid billsNarrow the bill list with the filter buttons.Create the monthly bills for a gradeMake one bill for every student in a grade in one go.Bill an instalment plan for a gradeCreate bills for a twice-a-year, yearly or one-time plan.Why was a student skipped when I created billsWhy some students did not get a bill.What goes on a bill I createSee which fee lines and discounts end up on a new bill.Add a single bill for one studentMake a one-off bill, for example for a trip.Open a bill to see its detailsSee the amounts, lines and payments of one bill.Issue a draft billSend a draft bill to the family so it can be paid.Change a bill's due dateMove the day a bill must be paid by.Void a billCancel a bill that was made by mistake.Why can't I void a billWhy Void invoice does not work on a bill.Reverse a paymentUndo a payment that was recorded by mistake.Mark a cheque Cleared or BouncedTell the app what the bank did with a cheque.Print a receipt againPrint a receipt for an old payment.Give one bill a discountTake a discount off a bill that already exists.What does Draft mean on a billA draft bill is not sent to the family yet.What does Issued mean on a billAn issued bill is sent and nothing is paid yet.What does Part paid meanPart paid means some money came in and some is still owed.What does Paid mean on a billA paid bill has nothing left to pay.What does Overdue mean on a billAn overdue bill is past its due date and nothing was paid.What does Cancelled mean on a billA cancelled bill was voided and can no longer be paid.What does Adjusted mean on a billAn adjusted bill was changed by an approved correction.See who owes feesList every student with an unpaid balance.Show families by how late they areUse the lateness boxes to see 1-30, 31-60, 61-90 or 90+ days.Collect from someone on the Who owes fees listJump from the list to the payment form for their oldest bill.Read the Fees summaryUnderstand the totals and the fee path on the first Fees page.Read the fee chartsSee fee figures as pictures and jump to the page behind them.Download a fee report as Excel or PDFGet a ready-made fee report to keep or share.Download a report card from Fee reportsSee a live figure and download the full report.See income for a date rangeRead daily collection, income by fee type or billed against collected.Download an income reportSave the table you are looking at as Excel or PDF.Add a fee reminderMake a rule that emails families about unpaid bills.Put a name or amount in a reminder messageUse tags so each email shows the student, amount and due date.Send today's fee reminders nowSend the reminders that are ready for today.Turn a fee reminder offStop a rule without deleting it.Edit or delete a fee reminderChange the days or message of a rule, or remove it.Why didn't a family get a fee reminderThe usual reasons an email was not sent.Add a discount for a studentGive a student a percentage or fixed discount on their monthly bills.Edit or delete a discountChange or remove a discount that was not used yet.Why can't I edit a discountWhy a discount shows Applied and has no pencil icon.Add an instalment planSet up a fee billed twice a year, yearly or once.Delete an instalment planStop a plan from being billed.Set the late fee amountChoose how much to charge for paying after the due date.Add late fees to overdue billsCharge the late fee to the bills that are past due.Ask to take money off a billSend a request to lower a bill. Someone approves it.Approve a bill correctionApply a waiting request so the balance goes down.Hold or cancel a bill correctionLeave a request for later, or drop it.Why can't I approve a correctionWhy Approve and Hold are missing.Record a security depositNote a deposit the school is holding for a student.Refund a security depositGive back all or part of a held deposit.Use a deposit against what a family owesKeep the deposit to pay unpaid fees.Keep a security depositRecord that the school keeps the deposit and does not refund it.Download the security deposits listSave the deposits list as Excel or PDF.Start the money steps for a leaving studentOpen a case so the school can settle what is owed or refunded.Work out a leaving student's settlementFix the deposit and dues figures to find the result.Record a refund for a leaving studentNote that the refund was paid, with its reference.Close a withdrawal caseFinish a case when nothing more is owed or left to pay.Write off what a leaving student owesGive up an unpaid amount that cannot be collected.Cancel a withdrawalStop the money steps for a student who is staying.Record many payments from a bank fileUpload a bank or online payment file and save all matching payments.What columns the bank file needsGet a payment file ready so every row matches a bill.Why was a row left out of the bank fileWhat each message in the preview means.Add a fee type for a gradeSet what a grade is billed, how much and how often.Change or delete a fee typeUpdate an amount, or stop billing a fee.Which students get which feeSee who is billed for transport, activities and other fees.
Step-by-step guidesBigger jobs that use several pages
The life of a billThe statuses a bill moves through, and the money rules behind them.Set up fees for a new yearThe order to follow to get a new year's fees ready and billed.Take a paymentFrom finding the student to printing the receipt, including cheques and mistakes.Refund or correct a billWhich page to use when money must go back or a bill is wrong.
Pages and featuresEverything on each page, explained
Collect feesFind a student, see what is due, take the payment and print the receipt.Fee billsSee every bill, open one for its details, and create new bills.Who owes feesSee unpaid money grouped by how late it is, and jump to collect it.Fees summaryThe fee year at a glance: totals, recent bills and who is overdue.ChartsThe same fee figures shown as charts.ReportsReady-made fee reports you can download as Excel or PDF.Fee remindersRules that email families about unpaid bills on the day you choose.Discounts & scholarshipsCreate discounts for students, as a percentage or a fixed amount.Instalment plansFees that are billed twice a year, yearly or once instead of every month.Late feesSet a flat charge for paying late and add it to overdue bills.Correct a billAsk to take money off a bill; someone with approval rights applies it.Security depositsRecord deposits the school holds and settle them when a student leaves.Refunds when leavingWork out a leaving student's final money: refund, amount owed or write-off.Match bank paymentsUpload a bank or online payment file and record the matching payments at once.Fee types & amountsChoose what each grade is billed: fee types, amounts and how often.Fee reportsSix report cards with live figures, each with a download.Income reportsRead what came in each day, what each fee type earned, and billed against collected.