SCREEN GUIDE · 11 OCT 2026

Fee collections & dues

Use fee collections & dues in the school workspace. Configure charges, preview billing, issue invoices and record collections and adjustments.

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OVERVIEW

What you can do

Adjust

Apply discount

Add late fee

Write off balance

Refund

Undo

Preview reminders

Add scheme

Collections Summary

Reconcile Collection

Fine

List Types

Create Type

Concession schemes the school offers

BEFORE YOU BEGIN

Access & setup

Intended access: Assigned account with the required permissions.

A school account with the permissions shown below.
Choose the relevant school, academic session or child before working.

Required permission keys

fee:viewfee:managefee:createfee:update

Use the public sample demo to learn this flow. Your assigned ERP account determines access to actual school records.

STEP BY STEP

How the workflow works

01
Create the required fee structure and installments
A school account with the permissions shown below.
02
Preview eligible students and existing invoices
Apply discount is part of the documented workflow.
03
Generate invoices and record a valid collection
Add late fee is part of the documented workflow.
04
Review the receipt, remaining balance and adjustment history
Review the result in the connected record or workspace before moving on.

Fields & controls

The screen exposes the following context or input controls. Required fields are validated by the live application.

Due date
Pending longer than
Collect fee payment
Amount received
Payment method
Transaction reference
Collection notes
Payment receipt
Reconciliation
Receipt, reference or student
Reconcile collection
Cash-book / statement reference

CURRENT BEHAVIOUR

Rules & current limits

A collection record is distinct from online gateway settlement. Adjustment and refund actions require the appropriate permission and validation.

Source inventory checked on 11 October 2026. Guide availability confirms documentation publication, not certification of every external service or device flow.

LEARN BY DOING

Try fee collections & dues

Open a guided sample workspace, try the available actions, then reset whenever you like. No login required.

Launch guided demo →

FOR IMPLEMENTERS

API & permissions reference

These are the source-matched API operations connected to this guide. Reading this reference does not execute any request.

24 source-declared operations

GET/api/v1/fees/collections/summary

Collections Summary

fee:view

POST/api/v1/fees/payments/:id/reconcile

Reconcile Collection

fee:manage

Declared request fields: reference (required), note (optional).

POST/api/v1/fees/invoices/:id/fine

Fine

fee:manage

Declared request fields: amount (required), reason (required).

GET/api/v1/fees/types

List Types

fee:view

POST/api/v1/fees/types

Create Type

fee:create

Declared request fields: name (required), code (optional), isRecurring (optional), isOptional (optional).

GET/api/v1/fees/concessions/schemes

Concession schemes the school offers

fee:view

POST/api/v1/fees/concessions/schemes

Create Scheme

fee:manage

Declared request fields: name (required), code (optional), type (required), value (required), feeTypeId (optional), isActive (optional).

GET/api/v1/fees/concessions/report

What the school has awarded, and what it has cost

fee:view

GET/api/v1/fees/concessions

List Awards

fee:view

POST/api/v1/fees/concessions

Award a concession to a student (starts as REQUESTED)

fee:update

Declared request fields: studentId (required), discountId (optional), sessionId (optional), name (optional), type (optional), value (optional), feeTypeId (optional), reason (optional).

POST/api/v1/fees/concessions/:id/decision

Approve or refuse a requested concession

fee:manage

Declared request fields: status (required), reason (optional).

DELETE/api/v1/fees/concessions/:id

Withdraw an award; issued invoices keep their discount

fee:manage

GET/api/v1/fees/invoices

List Invoices

fee:view

GET/api/v1/fees/dues/ageing

Outstanding fees aged per student

fee:view

POST/api/v1/fees/dues/reminders

Send a payment reminder to fee-paying guardians

fee:manage

Declared request fields: studentIds (optional), minDaysPastDue (optional), minAmount (optional), classId (optional), sectionId (optional), title (optional), message (optional), channels (optional), dryRun (optional).

GET/api/v1/fees/invoices/:id

Get Invoice

fee:view

POST/api/v1/fees/invoices

Create Invoice

fee:create

Declared request fields: studentId (required), dueDate (optional), notes (optional), items (required).

POST/api/v1/fees/invoices/:id/payments

Collect a payment against an invoice

fee:update

Declared request fields: amount (required), method (optional), notes (optional), collectionKey (optional), reference (optional).

POST/api/v1/fees/payments/:paymentId/refund

Refund a collected payment (full or partial)

fee:manage

Declared request fields: amount (optional), reason (required), notes (optional).

POST/api/v1/fees/invoices/:id/write-off

Forgive outstanding balance

fee:manage

Declared request fields: amount (optional), reason (required).

POST/api/v1/fees/invoices/:id/discount

Apply a concession/scholarship discount

fee:manage

Declared request fields: type (required), value (required), reason (required).

POST/api/v1/fees/invoices/:id/cancel

Void an invoice raised in error

fee:manage

Declared request fields: reason (required).

POST/api/v1/fees/adjustments/:id/reverse

Undo a discount / write-off / cancellation

fee:manage

Declared request fields: reason (required).

GET/api/v1/fees/invoices/:id/adjustments

Invoice Adjustments

fee:view

Open the actual application

ERP links use your assigned account. Record-specific pages start from the list so you can choose a real record.

/en/school/feesOpen ↗

Fee collections & dues

What you can do

Adjust

Apply discount

Add late fee

Write off balance

Refund

Undo

Preview reminders

Add scheme

Collections Summary

Reconcile Collection

Fine

List Types

Create Type

Concession schemes the school offers

Access & setup

How the workflow works

Create the required fee structure and installments

Preview eligible students and existing invoices

Generate invoices and record a valid collection

Review the receipt, remaining balance and adjustment history

Fields & controls

Rules & current limits

Try fee collections & dues

API & permissions reference

Open the actual application

Keep exploring