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Creating a Fee Structure and Generating Invoices

Last updated 2026-09-02

For: Admin
  1. Go to Finance → Fee Structures → New Structure.

  2. Pick the academic year and term.

  3. Choose the target classes, and add lines: fee item + amount + optional class/section/boarding/individual-student targeting.

  4. Save as Draft while you're still editing — only Active structures can generate invoices, and only Draft structures can still be edited.

  5. Once you're happy with it, Activate the structure.

    The Fee Structures list showing active and archived fee schedules

  6. Click Generate Invoices, and set an issue date and due date.

Every enrolled student matching the structure's lines gets one invoice automatically — running this twice won't double-bill a student who already has an invoice from that structure.