Basic steps for creating a fee structure

The Finance module lets staff create and manage the institution’s fee structure. Follow these steps when creating a new one.

Step 1: Complete the finance settings

Home → Finance → Finance Settings

Setting	Purpose
General settings	Fee management options.
Printer settings	Printer type and paper size.
PDF settings	Signature and footer on receipts.
Receipt sets	Receipt number sequences.
Receipt templates	Receipt header and footer.
Fee accounts	Split fees across accounts.
Financial years	Manage transactions per financial year.

See Configure the finance settings.

Step 2: Set the active financial year

Home → Finance → Finance Settings → Manage Financial Years → Change Active Financial Year

Step 3: Create master particulars and discounts

Home → Finance → Fees → Master Fees

These are used in the fee structure and enable particular-wise reports — e.g. a Tuition fee particular tells you how much tuition was collected in a period.

Step 4: Create the fee structure

Make sure you’re in the right financial year (its name shows at the top).

Menu → Administration → Finance → Fees → Create Fees

Create fee categories.
Create particulars inside them.
Create batch, student-category or student discounts if needed.
Create fines.

Step 5: Schedule collection dates

Home → Finance → Fees → Schedule Fee Collection Dates → Create Fee Collection

Step 6: Start collecting

Home → Finance → Fees → Collect the Fees → Fee Submission for each student

Tip: The Online Payment module connects a payment gateway to the fee structure so fees can be paid online.