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Fee reports

See who owes what and how much has been collected, by class, method and date, and print or export it.

Checked on the ShuleOS demo school Who: Bursar, head teacher, school admin (anyone allowed to see fee reports) 5 min read

Open Reports → Fees. It has two tabs.

Fee reports

Outstanding Balances

Two cards at the top show Students owing and Total outstanding. The table below lists each Student, Class, Parent(s) and Balance. Choose the Academic year and filter by Class. Use it to decide who to remind (see Send fee reminders).

Collections

Two cards show Payments collected (how many) and Total collected, with a breakdown By method (for example cash, bank transfer, mobile money). The table lists each payment: Receipt, Date, Student, Method and Amount. Use the Date range filter to look at a day, a week or a term.

These reports are for looking at on screen. To get paper or a file:

  • Fees owed: Fees → Invoices → Print fees owed prints who owes what, and Export there gives the invoices as a file.
  • Collections: Fees → Payments → Print collection list prints what was collected between two dates (by method if you like), and Export gives the payments as a file.

If something goes wrong

What you see What it means
A student is missing from Outstanding Balances Their balance is zero or they have no invoices for the year.
The totals differ from the bank Compare with the Payments list for the same dates, and look for voided payments, which are marked Voided.
A class is missing Choose the right Academic year.

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