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 — 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.