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.
Fee setup & billing in Schoolyi
Structures, installments, bulk generate, and dunning. Captured from a demo school so evaluators see the live workspace, not a mock.
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
Product truth
Good school software copy should answer who owns the work, what the handoff produces, and which parts still depend on deployment decisions.
This page describes the supported workflow boundary. Confirm configuration, integrations, data, and policy requirements in a representative pilot before committing to production.
Deep dive
Use these details to turn a product page into an implementation conversation.
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.
Evidence layer
Read the supporting product and implementation material before making a capability claim.
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 define fee types, class-wise structures, installment schedules, waivers, discounts, sibling concessions, and due dates.
Before the first collection cycle, reconcile one paid, partially paid, and overdue student account so the family receipt and finance view agree. Keep any tax, gateway, refund, or accounting boundary as an explicit deployment decision.
Bulk fee instance generation creates student charges per term from the configured structures and schedules.
Before the first collection cycle, reconcile one paid, partially paid, and overdue student account so the family receipt and finance view agree. Keep any tax, gateway, refund, or accounting boundary as an explicit deployment decision.
Defaulter and class-summary views help collection teams focus follow-up, with dunning reminders scheduled before due dates where configured.
Before the first collection cycle, reconcile one paid, partially paid, and overdue student account so the family receipt and finance view agree. Keep any tax, gateway, refund, or accounting boundary as an explicit deployment decision.
The parent portal shows the configured installment schedule and balances so families can review the same fee context finance uses.
Before the first collection cycle, reconcile one paid, partially paid, and overdue student account so the family receipt and finance view agree. Keep any tax, gateway, refund, or accounting boundary as an explicit deployment decision.
We'll show how fee setup & billing fits your school's fees & finance workflows and which teams benefit first.
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