Fee Setup & Management

1. Fee types: go to Finance → Fee Management → Admin Actions → Fee Types and press Add Fee Type for each fee you charge (e.g. Tuition Fee, Admission Fee, Exam Fee). Give each an amount, a frequency (monthly, yearly or one-time) and the revenue account it should be credited to.
2. Class structure: go to Admin Actions → Class Structure, pick a class and tick the fees that apply to it. You can change the amount per class.
3. Fee rules: in Settings → School Profile → Fees & Discounts set the Monthly Due Day, the Late Fee (none, a fixed amount or a percentage) and the Sibling Discount Policy.
4. Generate: press Generate Fees (see below).

1. On Fee Management press Generate Fees.
2. Choose the Fee Frequency (e.g. Monthly), the Month and the due date. Leave the class empty to generate for every class.
3. Press Preview Generation. You will see how many students and how much in total will be created, per class and fee type.
4. Confirm. Students who already have that month's fee are skipped, so running it twice does not double-charge. Discounts (sibling, staff ward, scholarship) and fee rounding are applied automatically, and any advance a student holds is used up first.

Use the Assign Fee page. Today it is only linked from an empty fee list, so open it directly at /dashboard/fees/assign. Pick the Fee Type and Due Date, select a class and tick the students. You can change the amount for this charge with Override default amount.

• Whole fee register from Excel: Admin Actions → Import Fee Register. Upload the school's register (one row per student, matched by admission number) with monthly fees for the year and opening arrears.
• Only arrears for some students: Admin Actions → Students Missing Arrears. This lists students with no arrears entry yet. Type a common amount or a per-student amount and save. Students whose arrears are already recorded, including paid ones, never appear here.
• Arrears entered twice by mistake: Admin Actions → Duplicate Arrears finds students with more than one arrears row and keeps the earliest. Rows that are paid, partly paid, waived or have a payment against them are never touched.

• Today's Collection: what was collected today, by method and by collector.
• All Fees / Pending / Overdue / Paid: fee rows, filtered by month, class and fee type.
• Family Payment: collect for a whole family at once.
• Defaulters Hub: students with overdue fees grouped by how late they are (current, 1–30, 31–60, 61–90 and 90+ days), with Send Bulk Reminders.
• Scholarships: discount profiles you can attach to students.
• Recent Payments: latest receipts, newest first, with Void for those allowed to void.

Less-used tabs sit under More views. You can pin them with Show on the tab bar.

• Till this month shows everything owed up to the selected month, with older arrears included. This is what the parent actually owes.
• This month only isolates that month's fees.
• Full Session includes months that are not due yet.

The cards (Target, Collected, Outstanding, Advance) follow the same filter.

On Fee Management, set the month, class and fee-type filters, then open the Export menu at the right of the tab bar:

• Download vouchers — PDF gives separate files for individual students and for families. A family's children are merged on one voucher, and arrears are folded in.
• Print vouchers opens them ready to print.

Only unpaid fees are included. The same menu has Fee list — PDF and the Class Dues Summary (arrears plus months, per class).

• One student: on a fee row choose Send reminder. WhatsApp opens with the message and the parent's full statement link.
• Many students: Defaulters Hub → pick an age bucket → Send Bulk Reminders, choose WhatsApp and/or SMS. You can write your own message using {{studentName}}, {{admissionNo}}, {{totalOverdue}}, {{feeType}} and {{dueDate}}.

Press Fee Register on Fee Management. It opens the register report (students against months, with paid and due) in Reports, where it can be filtered and exported.

Admin Actions → Rollback Fees (under Maintenance — use with care). Pick the Fee Type, optionally a Due Date and Class, and press Reverse Pending Fees. Only unpaid (pending) fees are removed. Paid fees are never touched, and the matching ledger entries are reversed automatically. It cannot be undone.