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Fees & finance

Fees setup workflow

Fee types, structures, schedules, bulk generate, dunning, and online pay mode.

Fees & finance guide for day and boarding schools.

Last updated July 24, 2026

Setup workflow (administrator)

  1. Create fee types at /fees/fee-types - tuition, transport (TRN), lab, admission, etc.
  2. Build structures at /fees/fee-structures - amount per class or category.
  3. Define installment schedule at /fees/fee-schedule - due dates tied to calendar.
  4. Configure late fees at /fees/settings/late-fees.
  5. Configure GST at /fees/settings/gst if applicable.
  6. Configure dunning ladder at /fees/settings/dunning.
  7. Run bulk generate at /fees/bulk-generate for active academic year.
  8. Review /fees/class-summary - verify amounts before opening collection.
  9. Choose online pay mode: simulated (no gateway) or optional Razorpay; validate SMTP for receipts.

Common questions

Quick answers in plain language.

What is the correct order to set up fees in Schoolyi?+

Create fee types at /fees/fee-types, structures at /fees/fee-structures, installment schedule at /fees/fee-schedule, then late fees, GST, and dunning under /fees/settings. Run bulk generate at /fees/bulk-generate before opening collection.

Do fees autopay and dunning run automatically?+

No — schedule scripts/run-school-cron.sh daily with FEES_CRON_SECRET. Autopay hits POST /api/fees/autopay/run-due; dunning uses POST /api/fees/dunning/run after preview at /fees/settings/dunning.

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