Fees Templates

A fee template is the list of fees, with amounts, that a class pays in a term. Open Student Accounting → Fees Templates and choose Add Fee Template.

  1. Choose the class.
  2. Give the template a name, or leave it blank to use the class name.
  3. Choose the target students:
    • Everyone in the class: charged to every student in the class.
    • New students: for a student's first term at the school, such as admission fees, uniform and textbooks.
    • Returning students: everyone who was already enrolled last term.
  4. Tick the fee types in the template and give each one an amount.
  5. Save.

A class can have several templates, for example one for new students and one for returning students.

Starting a new session

Choose Copy from last session to copy all of last session's templates. Templates already in the new session are not changed.

Changing a template

Amounts that students have already paid against are locked, so receipts and balances stay correct.

Retiring a template

Retire a template you no longer use. It is not offered for new allocations, but existing allocations and payment history are untouched. You can restore it later.

Before you start

Add your fee types first. See Fees Type.

Next step

Allocate the templates to students for the term. See Fees Allocation.