Fee module workflow
The right order to set up and collect fees, from the financial year to collection, receipts and reports.
This diagram shows the sequence of work in the Fee module, from setup to collection and reporting.
Screenshot — to be added
public/images/articles/fee-workflow-1.png| Step | What to do | Article |
|---|---|---|
| 1. Finance settings | Create the financial year and set up accounts, receipts and printing. | Configure the finance settings |
| 2. Fee categories | Group fees into categories (tuition, transport…). | Create fee categories |
| 3. Fee particulars | Define each category’s components and amounts. | Create fee particulars |
| 4. Discounts and fines | Set up student discounts and late-payment fines. | Student discounts and late fines |
| 5. Schedule collections | Set collection and due dates for batches. | Schedule a fee collection |
| 6. Collect | Collect fees and issue receipts. | Collect all fees from a single view |
| 7. Reports | Track payments and outstanding fees. | Student-wise fee report |
Tip: See also Steps for creating fees for a detailed walkthrough.
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