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Product · Fee Management Software

Fee management tied to real student records

Fee management with structures, instalments, online pay, receipts, waivers, and defaulter lists on live student records. Schoolyi ends Excel fee season.

https://fees.schoolyi.com · Schoolyi - Cloud School Management System (SMS)

Fee season exposes every data gap

Term start is when bursars discover class lists finance never received, sibling discounts someone promised verbally, and transport charges that do not match route assignments.

If fee modules use a different student list than academics, parents receive bills for children who transferred out in October.

Schoolyi assigns charges from the live register - class, transport, optional activities - so totals match what coordinators expect.

Structures, instalments, and due dates

Define fee types per grade, campus, or individual student. Term-wise, monthly, and annual patterns are common across UK and international schools.

Instalment schedules with due dates drive defaulter views automatically. No manual highlighting of overdue rows each Friday.

Late fee rules and grace periods should be policy-driven, not argued at the reception desk case by case.

Counter collection and online payment

Some families pay at the window with card or transfer; others expect a payment link in the portal.

Schoolyi records both against the same ledger with PDF receipts emailed immediately.

Weekend online payments should appear in Monday's bursar dashboard without a bank statement reconciliation marathon.

Waivers, scholarships, and sibling rules

Staff discounts, scholarship percentages, and third-child rules need audit trails trustees may review.

Apply waivers on the student fee profile with approver notes - not invisible adjustments in Excel.

When rules change mid-year, finance adjusts future instalments while keeping history of what was billed.

Defaulter follow-up that respects relationships

Defaulter lists by grade, amount overdue, and days late help bursars prioritise calls before report card hold policies kick in.

Parent portal balances mean families often self-correct before the office rings.

Export lists for board reporting without merging three files to match enrollment counts.

Receipts families trust during audits

Tax and visa paperwork sometimes requires fee receipts with official numbering. Templates should pull school branding and student legal name from SIS.

Email delivery and portal download reduce "please resend my receipt" requests.

Finance year-end closes faster when every payment links to a receipt ID in one system.

Rollout before the first invoice run

Define structures during holidays, validate against a sample cohort, pilot online pay with one year group.

Train reception on partial payments and write-offs with approval paths.

Sync calendar term dates so due dates align with actual teaching weeks - not generic calendar months.

Platform module

See capabilities and outcomes

Screenshots, highlights, and team workflows on the main Schoolyi site.

View module

Extended guide

Read the in-depth www guide

More detail on fee management software at schoolyi.com.

Read guide
  • Role-based access - teachers, finance, admissions, and families see scoped workspaces
  • One academic calendar drives attendance, exams, fees, and leave
  • Phased rollout: admissions, roster, and fees first - expand when teams are ready

schoolyi.com · full sitemap

Frequently asked questions

Common questions about fee management software with Schoolyi - Cloud School Management System (SMS).

Can parents pay fees online through the portal?+

Yes. Online gateway payments post to the student ledger with instant PDF receipts. Counter payments use the same balance view.

How do sibling discounts apply automatically?+

Sibling links on student profiles feed fee rules you configure - percentage off, fixed reduction, or third-child free structures.

Can we bill transport fees from route assignment?+

Transport module assignments can link to fee types so route changes update future charges when finance enables that rule.

Do defaulter reports respect partial payments?+

Ledger balances reflect instalments paid and outstanding. Defaulter views use due schedules and remaining amounts, not original gross only.

Are waivers visible on audit reports?+

Waivers store approver, amount or percentage, and reason on the student fee record. Finance exports include those adjustments.

Can we issue credit notes for withdrawals mid-term?+

Finance can post credits against outstanding balances with notes. Policies for refunds vary by school; the ledger keeps the history.

Students walking together on a school campus

See fee management software in a live SMS walkthrough

We show how this capability fits your cloud school management system - and which teams should go live first.

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