Fees & finance: a practical guide for school teams

Why schools need this module connected

Fee structures, collections, receipts, online payments, autopay, and finance back-office, including budgets, expenses, vendor bills, cash flow, and payroll runs, in one operational finance layer built for school bursars.

School finance teams juggle fee collection, vendor payments, payroll, and leadership reporting at once. Schoolyi connects fee schedules, waivers, defaulter follow-up, and online payment to budgets, expenses, and vendor bills. Receipts and invoices are PDF-ready; payroll runs produce payslips and statutory exports finance can reconcile with confidence.

What you can run day to day

Schoolyi’s fees & finance module is built for the teams listed below — not as a standalone spreadsheet replacement, but as part of one calendar, roster, and role model.

• Fee types, structures, installments, and bulk generation
• Collections, waivers, defaulters, and class summaries
• PDF receipts with email delivery
• Online fee payment and autopay mandates
• GST settings and invoice PDFs
• Budgets, expenses, budget requests, and planning
• Vendor bills with three-way match and AP aging
• Payroll runs, payslips, statutory export, reimbursements

Outcomes leadership cares about

When this area shares data with admissions, fees, exams, and reporting, coordinators stop reconciling exports every week.

• Parents pay online and download receipts without visiting accounts
• Defaulter and class-summary views help collections teams prioritise
• Budget and expense tracking gives leadership spend visibility
• Payroll and fee operations share the same staff and vendor context

Who uses it

Typical users: Finance teams, Bursars, Parents paying fees. Each role sees only the screens and actions scoped to their job.

See it in the platform

Explore the full Fees & finance capability list on the module page, or request a walkthrough focused on your school’s rollout order.