Fees
How to Approve/Disapprove Offline Fee Payments
Payments made offline can be uploaded on the parent portal and sent for approval by the parent(s) or guardian(s) of the ward(s) in the school, to view these uploads, kindly log in as an admin and follow the steps below: Click on the Fee button. ...
How to send school fee invoices via Email to parents
To send school fee invoices via email to parents, follow these steps: On the navigation bar, select Settings. Select Events & Notifications. Select Notification Configuration. Click on Add Notification. To send the notification via the Email channel, ...
How to send school fee invoices via WhatsApp to parents
To send school fee invoices via WhatsApp to parents, follow these steps: On the navigation bar, select Settings. Select Events & Notifications. Select Notification Configuration. Click on Add Notification. To send the notification via the WhatsApp ...
How to send outstanding fees reminder via WhatsApp to parents
To send outstanding fees reminder via WhatsApp to parents, follow these steps: On the navigation bar, select Settings. Select Events & Notifications. Select Notification Configuration. Click on Add Notification. To send the notification via WhatsApp ...
How to send outstanding fees reminder via Email to parents
To send outstanding fee reminders via Email to parents, follow these steps: On the navigation bar, select Settings. Select Events & Notifications. Select Notification Configuration. Click on Add Notification. To send the notification via the Email ...
How to receive payment manually
Follow the steps below: 1. Click on Fees 2. Select Student List. 3. On the student to which payment is to be received, click on View. 4. Click on the Action drop down button. 5. Select Receive Payment. 6. Select the Payment Method used for the ...
How to send Email Reminder to parents
Follow the steps below: 1. Click on Fees 2. Select Student List. 3. On the student to which you wish to send an email reminder, click on View. 4. On the Action button. 5. Select Send Email Reminder. 6. On the modal, click on Yes, Send Reminder to ...
How to add individual discount
Follow the steps below to make a discount for a child 1. Click on Fees 2. Select Student List. 3. On the student to which you wish to give a discount, click on View 4. On the Action button. 5. Select Manage Discount. 6. Select the Discount Type, All ...
How to add item to the list
Follow the steps below. 1. Click on Settings on the bottom left. 2. Click on Fee Configurations. 3. Select Item List 4. Click on Add Item. 5. Add Item Name and Item Description 6. Click on Save
How to view transaction log
Follow the steps below: 1. Click on Fees 2. Click on Transaction Log. 3. To filter based on status, click on Select Status to view the transactions. 4. You can also filter based on the payment method, click on Payment Method and select any of the ...
How to notify school fees defaulters
Follow the steps below: 1. Click on Fees 2. Click on Student List. 3. Select the student(s) involved. 4. Click on Notify Defaulters. 5. Select the Notification Type (SMS or email) and type a Message Content that would be seen by the parents. 6. Click ...
How to change student invoice
Follow the steps below: 1. Click on Classes from the right pane. 2. On the Action button of the student's class. 3. Click on View Class. 4. On the Action button of the student's name. 5. Click on Change Invoice
How to delete an invoice
Follow the steps below 1. Click on Settings from the bottom left 2. Click on Fees Configuration from the right pane. 3. On the Action button from the invoice you wish to delete 4 Select Delete Invoice. 5. click on Yes, Delete this Invoice
How to edit class invoice
Follow the steps below 1. Click on Settings from the bottom left 2. Click on Fees Configurations from the right pane. 3. Click on the Action button on the invoice you wish to edit 4 Select Edit Invoice. 5. Make the necessary changes and click on Edit ...
How to create class invoice
Follow the steps below. 1. Click on Settings from the bottom left 2. Click on Fees Configuration from the right pane. 3. Click on Create Class Invoice. 4. Select an Item using the drop-down arrow and fill in the information as seen below. Select the ...
How to make an account default
Follow the steps below 1. Click on Settings from the bottom left. 2. Click on Bank Account on the right pane. 3. Click on the Action button. 4. Select Make Account Default. 5. Click on Yes, Assign this Bank Account. Or check articles on how to Create ...
How to delete bank account
Follow the steps below 1. Click on Settings from the bottom left. 2. Click on Bank Account on the right pane. 3. Click on the Action button. 4. Select Delete Item 5. On the modal, click on Yes, Delete this Bank Account.
How to create bank account
Follow the steps below 1. Click on Settings from the bottom left. 2. Click on Bank Account on the right pane. 3. Click on Create Bank Account. 4. On the modal, fill the boxes with the required information. 5. Toggle the button to the right to make it ...
How to configure next term bills
To configure bills for the next term, follow these steps; Click Settings Select Fees Configuration Select the Session and Term you want to set the bills for Click Import Invoice From Previous Term button if the bill is the same as the previous term ...