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Transcript
Finance helps you structure fees, invoice families, and track collections.
Open Finance from the sidebar to reach fee structures, invoices, payments, and reports.
Define fee items and structures for the session before generating invoices.
Attach structures to the right classes or levels so invoices match each cohort.
Generate invoices for the session and monitor outstanding balances from the invoices list.
Use outstanding filters to focus collections on families who still owe fees.
Record or approve payments as they arrive, including offline cash or transfer receipts.
Open financial reports to check collections, outstanding totals, and period summaries.
Settle fee structures early in the session so invoices and parent portals stay consistent.