Finance

Fee structures

A fee structure defines the fees charged to students. Each structure contains one or more fee items with specific amounts. Navigate to Finance → Fee Structures, click "Add Fee Structure", name the structure, add fee items (Tuition, Books, Uniform, Activities, etc.), set amounts, and assign to classes or the entire school.

Invoicing

Invoices are generated from fee structures and assigned to students. You can generate invoices individually or in bulk, set due dates and payment terms, and add discounts or scholarships.

Recording payments

Payments can be recorded from the Finance module or directly from a student's profile. Select the student and invoice, enter the payment amount, choose the payment method (Cash, Bank Transfer, Mobile Money, Check), add a reference number, and click "Record Payment". Partial payments are supported.

Receipts

A receipt is automatically generated for each payment including school name and logo, receipt number, student name and ID, payment details, invoice reference, and remaining balance. Receipts can be printed or sent to parents via email.

Financial reports

Generate financial reports to track revenue (total payments received by period), outstanding balances (students with unpaid balances), class revenue, and payment method breakdown. All reports can be exported as CSV or PDF.