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The fees list

The Fees page lists every fee agreement: what a student has agreed to pay, what they have paid so far, and what is left. Owners, admins, and anyone whose role includes Finance or Student Fees can open it. Adding agreements and payments needs permission to manage student fees.

Read a fee agreement

Section titled “Read a fee agreement”

Each agreement is a card.

One fee agreement card with its status, the Overdue badge, the amounts, the progress bar and the two buttons highlighted
  1. Status
  2. Overdue
  3. Total, Paid, Balance
  4. Progress
  5. Add Payment
  6. Payment records
One fee agreement

  • Status
    active while money is still owed, completed once every instalment has been paid.

  • Overdue
    Shown on an active agreement that still has a balance, when its student has an instalment whose due date has passed without being paid in full.

  • Total, Paid, Balance, Style
    Total is the amount after any discount, Paid is what has been recorded, and Balance is what is left. Style is monthly or one time. When your academy has more than one location, the card also names the agreement’s location. A discount shows on its own line under the amounts, with its reason.

  • Progress
    How much of the total has been paid.

  • +
    Records a payment. It appears on active agreements that still have a balance — see Recording a payment.

  • The eye button
    Opens the agreement’s payment records — see Payment records, receipts and corrections.

The page loads up to 100 agreements. The location switcher at the top of the screen narrows the list to one location.

Find who owes money

Section titled “Find who owes money”
The top of the Fees page, with View overdue in the red banner, the search box, the status filter and New Student Pay highlighted
  1. View overdue
  2. Search
  3. Status
  4. New Student Pay
The Fees page

When any student has an overdue payment, a red banner at the top says how many — for example 3 students have overdue payments — and agreements marked Overdue move to the top of the list.

  • View overdue
    Shows only the overdue agreements.

  • Search agreements…
    Finds agreements by name. An agreement is named after its student and group, so type part of either.

  • All Status
    Shows only Overdue, Active, Completed or Cancelled agreements.

  • New Student Pay
    Sets up a new fee agreement — see Setting up a student’s fees.

If nothing matches, the page says No student payments found and Try adjusting your filters.

What happens next

Section titled “What happens next”

A student’s fee agreements also appear on their profile, under Payments — see Students. For the academy’s overall position — what is owed and how late — see What is owed.