Finance & Fees

How Fees Work, End to End

Four steps: set up fees, build a fee structure, activate it and generate invoices, then collect payments.

Managing Fee Categories and Items

Go to Finance → Fee Setup to add, edit, or delete the Fee Categories and Fee Items used when building a fee structure.

Creating a Fee Structure and Generating Invoices

Go to Finance → Fee Structures → New Structure.

Viewing a Fee Structure

Go to Finance → Fee Structures, open a row's actions menu, and choose View.

Editing a Fee Structure

Go to Finance → Fee Structures, open a row's actions menu, and choose Edit.

Archiving and Unarchiving a Fee Structure

Go to Finance → Fee Structures, open a row's actions menu, and choose Archive or Unarchive.

Deleting a Fee Structure

Go to Finance → Fee Structures, open a row's actions menu, and choose Delete.

Collecting a Fee Payment

Go to Finance → Payments → Collect Payment.

Understanding Invoice Statuses

Draft, Issued, Part Paid, Paid, Overdue, or Cancelled — each invoice status has a precise meaning.

Managing an Invoice

Go to Finance → Payments → Invoices to view an invoice's details, cancel it, or delete it.

Discounts & Scholarships

Per-line discounts are supported by Edumintor's data model, but there is no admin screen to apply one yet.

Reversing or Refunding a Payment

Successful payments can't be edited directly — only reversed or refunded, to keep the money trail intact.

Managing a Payment Record

Go to Finance → Payments to view a payment's details, print its receipt, or delete it.

Fee Statements & School-Wide Collections

A single student's statement (all invoices, payments, balance): open the student's profile → Finance tab, or Finance → Invoices → Student Statement.

Parent Access-Code Transactions

Go to Finance → Transactions to see parent access-code purchases and reset a parent's code.