How to create, edit or delete a fee category

Fees differ between batches, and a fee category lets you set them up per batch. Different fee types (particulars) are grouped under the category, which is then used to schedule collection dates.

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Create a fee category

Go to Menu → Administration → Finance → Fees → Create Fees.

1. Click Create Category.
2. Enter the name and description.
3. Select the batch or batches it applies to.
4. Select the fee account.
5. Select the receipt template.
6. Select the receipt set.
7. Click Save.

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Note: Account, template and receipt set options appear only if multiple accounts, templates or sets are enabled in the finance general settings.

Edit or delete a fee category

1. Go to Menu → Administration → Finance → Fees → Create Fees.
2. Select a batch; its fee categories are listed.

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3. Click Edit or Delete.

Important: A category can’t be edited or deleted if it contains fee particulars or once any student has started paying.