Education Finance

Student Fees

Use this process to invoice fees, record receipts, and monitor balances by student or class.

Create or confirm the student

1. From the main dashboard, click Education.
2. Click Students.
3. Search for the student.
4. If the student is missing, click New Student.
5. Enter the student's name, admission number, class, guardian contacts, and status.
6. Click Save.

Create a fee invoice

1. Click Fees or Fee Invoices.
2. Click New Fee Invoice.
3. Select the student, class, term, or billing period.
4. Add fee lines such as tuition, meals, transport, boarding, activity, or other approved charges.
5. Confirm totals and due date.
6. Click Save or Post Invoice.

Record collection

1. Open the student fee invoice.
2. Click Collect Payment or Record Receipt.
3. Select the payment channel.
4. Enter the amount received.
5. Enter provider reference for M-Pesa, bank, card, or gateway payments.
6. Click Record Payment.

Review balances

1. Click Reports or Fee Reports.
2. Select class, term, date range, or balance status.
3. Click Run Report.
4. Review paid, partially paid, and outstanding balances.
5. Open a student row when finance needs receipt evidence before following up.

Use receipt evidence for collections. Avoid reducing a student balance manually unless the business is recording an approved waiver or credit note.