Institute management

Finance & fees

Set fee plans, issue fee invoices and track what is paid and due.

Fee plans that fit

Set fee plans by class, programme or session. Each learner is charged the right amount based on where they study. Changes for a new session are made once in one place, and every learner in that group picks up the updated plan without any manual edits.

Invoices and collections

Issue fee invoices and record payments as they come in. Parents receive a clear statement of what is owed and when. Staff record each payment against the right invoice, so balances stay accurate, receipts are easy to produce and parents can see exactly what has been paid.

Know what is due

See paid and outstanding fees for every learner. Administrators can follow up on overdue amounts early and politely, before a small balance grows into a large one. Parents can also see their own balance, which reduces disputes at the fee counter and helps families plan their payments throughout the year.

What you can do

  • Fee plans
  • Fee invoices
  • Collections and dues

How to get started

  1. 1

    Set up your structure

    Add your campuses, classes and sessions first.

  2. 2

    Open Finance & fees

    Staff with the right role find it in the Admin menu.

  3. 3

    Bring in families

    Parents and learners see their part on the learning portal.

Who uses it and where to find it

Fee plans, invoices and collections.

Who uses it

Parent, School admin.

Where to find it

Staff open it from the Admin menu; parents and learners see their part on the learning portal.

If you do not see it, ask your administrator: what you can open depends on your role and on the add-ons switched on for your school.

Common questions

Can each campus manage its own data?

Yes. Roles can be limited to one campus or department.

Do parents get access?

Parents see their children's information on the learning portal.

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