Setting up a student's fees

A fee agreement is what a student has agreed to pay, and when. Tuevia works out the instalments from it, and every payment you record is set against them. Owners, admins, and anyone allowed to manage Student Fees can create one.

Before you start

The student must already be in Tuevia. To tie the fees to a group, the student must be enrolled in it and the group must be running — see Students and Groups.

Create the agreement

23456

2. 2Student Name
3. 3Group
4. 4Payment Type
5. 5Total Amount (EGP)
6. 6Discount Type

New Student Pay

78910

7. 7Start Date
8. 8Months to Pay
9. 9Payment Summary
10. 10Create Student Pay

The dates and the summary

1. On the Fees page, press New Student Pay.

2. In Student Name, type part of the student’s name and choose them from the list.

3. In Group, choose the group the fees are for. The list shows only running groups the student is enrolled in. The group is optional.

4. Under Payment Type, choose Monthly to spread the amount over several months, or One Time for a single payment.

5. Enter Total Amount (EGP), the full fee before any discount.

6. For a discount, choose Percentage or Fixed Amount in Discount Type, then enter it in Discount (%) or Discount (EGP), and say why in Discount Reason.

7. Enter Start Date, the day the first instalment is due. For a one-time payment the field is called Payment Date.

8. For monthly payments, choose how many months in Months to Pay, from 1 to 12.

9. Check Payment Summary: the total, the discount, the amount after discount, and roughly what each month comes to. Add anything worth keeping in Notes.

10. Press Create Student Pay. The agreement appears in the fees list, and on the student’s profile.

You can also start from the student’s profile: + New Student Pay under Payments opens the same dialog with the student already filled in.

Leave Deposit Amount empty

The dialog has Deposit Amount (EGP) and How to Apply Deposit, and Payment Summary takes the deposit off. The agreement Tuevia saves does not keep it: the instalments are worked out from the full amount after discount. If the student pays something upfront, create the agreement without a deposit, then record that money as a payment — see Recording a payment.

How the instalments are worked out

• Monthly
  The amount after discount is split into equal instalments, one a month. The first is due on Start Date and each of the others on the same day of the following months, or on the last day of a shorter month. Any rounding difference goes on the last instalment. An IELTS course at EGP 4,800.00 over 3 months is three instalments of EGP 1,600.00.

• One Time
  One instalment for the whole amount, due on Payment Date.

• Discounts
  Percentage takes that share off the total; Fixed Amount takes that sum off.

An agreement belongs to its group’s location, or to the student’s home location when no group is chosen. You can create agreements only in the locations you work in.

If something goes wrong

• No enrolled groups found
  The student is not enrolled in a running group. Leave Group empty, or enrol the student first.

• Create Student Pay stays grey
  Choose a student from the list and enter Total Amount (EGP).

• Failed to create student pay record
  The agreement was not created. Try again.

What happens next

Record the student’s payments as they come in — see Recording a payment. Each instalment whose due date passes unpaid marks the agreement Overdue — see The fees list.