Skip to main content

Fee Setup

School Admin Bursar

Fee setup is the foundation of the Finance module. Before you can invoice students, you must configure fee items, templates, and structures. This is typically done once per academic year.

The Fee Setup Hierarchy​

Fee Items        → individual charges (e.g. "Tuition Fee", "Activity Levy")
    ↓
Fee Templates    → bundles of fee items for a class level
    ↓
Fee Structures   → assign a template to a specific class + term
    ↓
Invoices         → generated per student from the structure

Step 1: Create Fee Items​

Fee items are the individual billable charges.

  1. Go to Finance → Fee Items.

  2. Click New Fee Item.

  3. Enter:

    • Name — e.g. "Tuition Fee", "Transport Levy"
    • Amount — the charge amount
    • Category — Tuition / Boarding / Levies / Other
    • Compulsory — whether all students must pay this item

  4. Click Save.

Repeat for every charge your school applies.

Step 2: Create Fee Templates​

A fee template bundles multiple fee items together for a class level.

  1. Go to Finance → Fee Templates.
  2. Click New Template.
  3. Name the template (e.g. "Grade 4 – Day Scholar").
  4. Add fee items from your list.
  5. Adjust per-item amounts if needed for this template.
  6. Click Save.
tip

Create separate templates for different student categories — e.g. "Day Scholar" and "Boarder" — if the fee structures differ.

Step 3: Create Fee Structures​

A fee structure assigns a template to a specific class and term.

  1. Go to Finance → Fee Structures.
  2. Click New Structure.
  3. Select:
    • Term — the billing term
    • Class (or class level) — who this applies to
    • Template — the fee template to use
  4. Click Save.

Generating Invoices​

Once fee structures are in place, go to Invoicing → to generate invoices for all students.