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Quick Start Guide

Setting Up Fees

Configure fee structures, payment gateways, and automated reminders.

40 minutes Intermediate
1

Access Fee Management

Navigate to the finance section to begin setting up your fee structure.

  1. • Click on Finance in the left sidebar menu
  2. • Select Fee Management or Fee Setup
  3. • You'll see the fee configuration dashboard
2

Create Fee Categories

Organize your fees into logical categories for better tracking and reporting.

Common Fee Categories:

  • Tuition Fees: Main academic fees per term/session
  • Registration Fees: One-time enrollment fees
  • Extracurricular Fees: Sports, clubs, activities
  • Boarding Fees: Hostel and accommodation charges
  • Material Fees: Books, uniforms, equipment

Click Add Category to create custom categories specific to your school.

3

Define Fee Structures

Create specific fee items with amounts, due dates, and applicable classes.

  • Fee Name: Descriptive name (e.g., "JSS1 First Term Tuition")
  • Amount: Fee amount in your configured currency
  • Due Date: Payment deadline for the fee
  • Applicable Classes: Select which classes this fee applies to
  • Frequency: One-time, per term, or annual
  • Late Fee: Optional penalty for late payments
4

Configure Payment Gateways

Set up online payment options to enable parents to pay fees securely.

Supported Payment Gateways:

  • Paystack: Popular Nigerian payment processor
  • Flutterwave: African payment solution
  • Bank Transfer: Manual bank payment tracking

Setup Steps:

  1. • Go to Settings → Payment Gateways
  2. • Select your preferred payment gateway
  3. • Enter your API keys and merchant details
  4. • Configure bank account for settlements
  5. • Test the payment connection
5

Set Up Automated Reminders

Configure automatic payment reminders to improve fee collection rates.

  • Reminder Timing: Set days before/after due date
  • Communication Channels: SMS, email, or both
  • Message Templates: Customize reminder messages
  • Frequency: How often to send reminders
6

Assign Fees to Students

Apply fee structures to individual students or entire classes.

  • Bulk Assignment: Assign fees to entire classes at once
  • Individual Assignment: Customize fees for specific students
  • Scholarships/Discounts: Apply fee waivers or reductions
  • Payment Plans: Create installment options for parents
7

Test and Launch

Test your fee setup before going live to ensure everything works correctly.

  • Test payment: Process a test payment through your gateway
  • Verify receipts: Check that receipts are generated correctly
  • Check notifications: Ensure reminders are sent properly
  • Review reports: Check fee collection reports for accuracy

Pro Tips

  • • Offer early payment discounts to encourage timely payments
  • • Set up multiple payment gateways as backup options
  • • Regularly review payment gateway reconciliation reports
  • • Keep SMS reminders brief and include payment links
  • • Configure automated late fees after a grace period