Fee plans

What it is

Named patterns for splitting a year's fees into instalments.

Why it matters

Lets families pay in instalments on a schedule the school agrees.

When to use it

Finance staff create plans once; students are then placed on one.

Who uses it

Administrator

How to get here

Sign in as Administrator (see Signing in).
In the left menu, click Fees to open it.
Click Fee plans.

What you see

Fee plans · click the picture to enlarge

The list has these columns: Code, Name, Cadence, Installments, Status, Actions. Click a column name to sort by it.

Buttons on this screen

New fee plan — opens a form to add a new one. See Filling in the form below.

Filling in the form

Click the New fee plan button at the top right.
Fill in the boxes. Boxes marked with a red * must be filled in (4 on this form).
Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.

The form: Fee plans · click the picture to enlarge

The fields

Field	Type	What to enter, and why
Code *	text	A short code for this plan, such as TERM3. Must be unique.
Name *	text	The plan's name as staff will see it, such as Termly payments.
Cadence *	choose	Pick how often the fee is charged, such as monthly or termly.
Down payment	number	The amount paid up front before the rest is split. Type 0 for none.
Active	switch	Tick to use this plan. Untick to hide it from new billing.
Grace days	number	Extra days allowed after the due date before the fee is late.
Weekend / holiday shift *	choose	Pick how a due date falling on a weekend or holiday is handled.

Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.

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