~6โ€“7 min

Fees and finance

Set fee structures, raise invoices, and track collections.

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Transcript

Fees and finance

Finance helps you structure fees, invoice families, and track collections.

Open Finance

Open Finance from the sidebar to reach fee structures, invoices, payments, and reports.

Fee structures

Define fee items and structures for the session before generating invoices.

Map fees to classes

Attach structures to the right classes or levels so invoices match each cohort.

Invoices

Generate invoices for the session and monitor outstanding balances from the invoices list.

Spot arrears

Use outstanding filters to focus collections on families who still owe fees.

Payments

Record or approve payments as they arrive, including offline cash or transfer receipts.

Reports

Open financial reports to check collections, outstanding totals, and period summaries.

Tip

Settle fee structures early in the session so invoices and parent portals stay consistent.

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