Fees Management
This program lets you enter fees on individual students and update account receivable on fees.
On the left navigation panel, select Student Master, Entry, and Fees Management.
Setup Box Options
To find definitions for standard setup values, follow this link: Standard Setup Options.
Other set up values not listed in the standard set up list:
- Show Only Open Fees - show fees that have balances due.
The page is divided into two sections: Fees and History
Fees
Fees is where you add your fees to a student.
You can add an unlimited number of fees to a student and keep track of payment.
- Find the student using the Find tab at the bottom of the screen.
- Click the Add Fee tab to display a box to enter the information about fee to be added.
- Fee Name -Name of the Fee will be chosen from a dropdown list.
- Fee Amount - the amount of the fee
- Received Date - Accounts receivable date
- Pay Plan - 0-Due Now, 1-30 Days, 2-30/60 Days, 3-30/60/90 Days, 4-Monthly Due, 5-Monthly Accrued, 6-Monthly Reduced
- Due Date - Fee Due Date
- Close Date - The actual payoff date of the fee.
- Comment - Any comment(s) about the fee.
- Save - Save the transaction.
Column Headers
To find definitions of commonly used column headers, follow this link: Common Column Headers.
Other columns not listed in the common column list:
- Edit - Edit fee
- Fee - Name of fee
- Comment - Fee comment
- Total - Total amount of fee
- Due - Fee due date
- Last Pay Date - Date of last payment
- Delete - Delete this fee
Once a fee has been added and saved, it can be edited by:
- Clicking on the edit symbol (see arrow).
- Make changes to your Edit Fee page
- Click Save
The only way to delete a fee added is using the Delete field under the Delete column. The entire entry has to be deleted. Once you click the delete field, you will get the following confirmation question.
History
History is where payments/adjustments are made to fees.
- Find the student using the Find tab
- Click Pay fee tab at the bottom and a list of fee(s) owed by the student will appear.
- Highlight the fee to be paid
- Fee Comment can not be edited
- Put in the Amount to be paid on the fee
- Payment Type
- Date fee paid
- Comment if any about the payment.
- Save
By clicking on a Fee name from the Fees portion of the screen, you can see payments/adjustments to the fee highlighted.
To Edit an amount entered for payment on a fee, you must Delete it using the Delete field under the Delete column on the History for the fee.
Action Tab
All Printing is done under the Action Tab in the upper right corner
1. Printing All Invoices - prints a per page invoice for students based on the setup.
- Additional Comments - you may add a comment to the invoice. It will print on every invoice.
- Print Student invoices with No balance - Print student invoices with also with a Zero balance.
2. Print Fees - prints all fees for the student chosen under the Find tab
To Print this Report
Click the Print button at the bottom of the screen.
A popup will appear with a set of document print options--PDF, XLS, CSV, HTML.
The default print option will be PDF.
Click the print icon at the right end of this rectangle. Another print preview will appear.
Click the print button at the top left to print the report. Close the print preview.
3. Print History - prints the history of a fee highlighted from the Fees section of the report
4. Print Invoice - statement that shows charges/payments for a student.
To Print this Report
Click the Print button at the bottom of the screen.
A popup will appear with a set of document print options--PDF, XLS, CSV, HTML.
The default print option will be PDF.
Click the print icon at the right end of this rectangle. Another print preview will appear.
Click the print button at the top left to print the report. Close the print preview.
5. Print Statement - statement that shows all transactions on a from date/to date with a closing balance as of the to date.
Print Options
To find the print instructions, follow this link: Standard Print Options.
