Structures, installments, bulk generate, and dunning
Configure fee types and structures, generate installments in bulk, set up dunning reminders, and bill students from the roster finance already uses. Fee season starts with structure, not collection. Schoolyi lets bursars define fee heads, class-wise structures, installment schedules, and bulk generation so families see consistent bills in the parent portal.
Outcomes
Practical results schools report after rolling out fee setup & billing inside fees & finance.
Bursars generate term bills in one bulk action
Families see installment schedules in the portal
Waivers carry audit trail for leadership review
Collection teams prioritise from defaulter lists
Everything included in this capability, from daily workflows to exports your team relies on.
Role-scoped workspaces so each team sees only the tasks they own.
Full module
Fees & finance
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.
Explore Fees & financeWorkflow
A typical path from setup through daily use on Schoolyi.
Part of the Fee setup & billing workflow on Schoolyi, connected to roster, calendar, and role permissions.
Part of the Fee setup & billing workflow on Schoolyi, connected to roster, calendar, and role permissions.
Part of the Fee setup & billing workflow on Schoolyi, connected to roster, calendar, and role permissions.
Part of the Fee setup & billing workflow on Schoolyi, connected to roster, calendar, and role permissions.
Deep dive
Long-form context for evaluators comparing capabilities during an SMS rollout.
Fee season starts with structure, not collection. Schoolyi lets bursars define fee heads, class-wise structures, installment schedules, and bulk generation so families see consistent bills in the parent portal.
Configure fee types and structures, generate installments in bulk, set up dunning reminders, and bill students from the roster finance already uses. Because fee setup & billing lives inside fees & finance on Schoolyi, teams stop reconciling exports between spreadsheets and the parent portal.
These areas work closely with fee setup & billing inside fees & finance.
Straightforward answers for visitors evaluating the product.
Bursars, Finance teams, Parents own daily workflows while fees & finance coordinators review setup and exports when needed.
Configure fee types and structures, generate installments in bulk, set up dunning reminders, and bill students from the roster finance already uses. Because it shares roster and calendar data with fees & finance, teams do not maintain parallel date lists or exports.
Yes. Schools often launch fees & finance foundation data first, then enable fee setup & billing when coordinators are ready.
Role-scoped workspaces show only the tasks each team needs for fee setup & billing. Most schools run a short coordinator session plus self-serve operator guides.
We'll show how fee setup & billing fits your school's fees & finance workflows and which teams benefit first.
Already using Schoolyi? Sign in
