Fees Module Workflow

The Fees module supports a connected workflow covering invoice generation, fee monitoring, payment collection, other collections, and reporting. 

Invoice Generation Workflow 

The general invoice generation process is: 

1. Open the Fees module. 

2. Select Invoices. 

3. Select Add New Invoice. 

4. Search for and select the required student or students. 

5. Select the required fee categories. 

6. Confirm the active term. 

7. Select Generate Bulk Invoices to generate invoices for the selected students. 

8. Where a statement is required, select Generate Statement. 

9. Review the generated statement information. 

10. Use Download Statement PDF when a PDF copy is required. 

Fee Balance Review Workflow 

The general fee balance review process is: 

1. Open Fees. 

2. Select Fees Balances. 

3. Review the summary indicators. 

4. Use the payment-status filters to identify specific groups of students. 

5. Search for individual balance records where required. 

6. Review the student’s total bill, amount paid, balance, status, and payment percentage. 

7. Open the student’s statement when detailed transaction history is required. 

8. Generate a class-based Fees Balances Report when a formal report is required. 

Fee Collection Workflow 

The general fee collection process is: 

1. Open Fees. 

2. Select Fees Collection. 

3. Select Add New Fees Collection Transaction. 

4. Record the required payment transaction. 

5. Review the resulting collection record. 

6. Use the transaction search or date filters when locating the transaction later. 

7. Print the receipt when a payment receipt is required. 

8. Edit the transaction when an authorized correction is required. 

9. Reverse the transaction when the recorded transaction needs to be reversed. 

Other Collection Workflow 

The general workflow for other collections is: 

1. Open Fees. 

2. Select Other Collections. 

3. Select Add New Other Fees Collection. 

4. Record the required collection. 

5. Review the transaction in the Other Collection Records table. 

6. Print the transaction record when required. 

7. Use the reverse function when an authorized reversal is required. 

Fees Reporting Workflow 

The general reporting workflow is: 

1. Open Fees. 

2. Select School Fees Reports. 

3. Select the required academic term. 

4. Review the total fees, collected amount, and outstanding balance. 

5. Review the Collection Comparison. 

6. Review the Selected Term Status. 

7. Use Summary Report for an overall term-level report. 

8. Use Per Category to review fee information by category. 

9. Export or print the required report.