All Features

Finance & Billing

Fees, payments and the books, all reconciled

From fee structures and invoicing through to the general ledger, budgets and bank reconciliation — finance covers a school's full financial cycle, not just fee collection.

What's included with Finance & Billing

Fees & Payments

  • Fee structures per class and term, with optional fees
  • Discounts, scholarships and payment plans
  • Invoicing and payments, with statements for parents
  • Refunds and vouchers

Accounting

  • Full ledger and chart of accounts
  • Journal entries
  • Accounts payable and receivable
  • Expenses and director's drawings

Planning & Control

  • Budgets vs. actuals
  • Bank reconciliation
  • Financial reports
  • Audit trail

Why it matters

Parents see one statement, drawing on invoices, payments, discounts and payment plans together

The books and the fee ledger share the same data — no separate reconciliation

Budgets vs. actuals are visible without pulling numbers into a spreadsheet

FAQs on Finance & Billing

Can we offer payment plans instead of one lump-sum fee?+

Yes, payment plans are supported per student or family.

Do parents get a statement they can check anytime?+

Yes, statements are available in the parent portal.

Does finance cover full bookkeeping, or just fee collection?+

The full cycle — ledger, journal entries, budgets and bank reconciliation, not just fees.

See Finance & Billing on your own institution

Get in touch and we'll walk you through it, and put together a quote.

Book a Demo

Simplify your institution's daily operations