Fees & Payments
Set up services, fees, and payment plans, then collect and refund payments.
The finance area turns what your school charges into amounts students owe and payments you collect. It is built from a few pieces that stack together:
| Piece | What it is |
|---|---|
| Service | Something the school provides — tuition, transport, meals. |
| Fee | A priced rule: an amount for a service, at a level, with a periodicity. |
| Payment plan | A bundle of fees assigned to a level. |
| Installment | One scheduled portion of what a student owes, with a due date. |
| Payment | Money collected against one or more installments. |
| Reduction rule | A reusable discount assigned to students (percentage or fixed). |
How it fits together
Create services
Define what the school provides — see Create services.
Set up fees
Give each service a price per level and a periodicity — see Set up fees.
Create payment plans
Bundle fees into a plan for a level — see Create payment plans.
Set reduction rules (optional)
Define reusable discounts and assign them to students — see Reduction rules.
Attach a plan when enrolling
When a student is enrolled with a plan, their installments are generated — see Installments and schedules.
Collect payments
Record payments against installments in the payment center — see Record a payment. Reverse one with Refund a payment.
Everything belongs to an academic year
Services, fees, and payment plans are created within the selected academic year. Choose the right year in the switcher before setting them up.