Fees · Guide
Set up fees for a new year
The order to follow to get a new year's fees ready and billed.
Do these in order. Each step feeds the next.
- Open Fees → Fee types & amounts. Check each grade has the fee heads and amounts you want for the year. Edit amounts that changed, and add new heads.
- If you bill some fees twice a year, yearly or once, add them under Instalment plans.
- Open Discounts & scholarships and add standing discounts for students, such as siblings. They are taken off the next monthly bill automatically.
- Open Late fees and set the rule. Leave it at 0 if you do not charge late fees.
- Open Fee reminders and add rules, for example three days before the due date and a week after.
- Open Fee bills, select Generate bills, choose a grade and the billing month, and set the due day. Repeat for each grade.
- Check Fee bills. Bills are issued as soon as you create them, so families can see them.
- Open Fees summary to see the new totals.