Students & families
Adding a Student
How to add a new student in Fees101 — required fields, how parent phone numbers get matched to existing families, and why the fee gate can block you.
Editing a Student's Record (Name, Class, Admission Details)
How to edit a student's name, admission number, class and admission date — and what changing a student's class does to their current invoice.
Changing a Student's Status (Withdraw, Graduate, Reactivate)
How to withdraw, graduate, or reactivate a student in Fees101, what happens to their invoice, and how to undo a status change made by mistake.
Linking Siblings to a Family Account
How Fees101 matches siblings by parent phone number, when it asks for manual confirmation, and how to manage a family's shared virtual account and credit.
Bringing In Old Debts and Credit
Moving to Fees101 with parents who already owe, or who have paid ahead? How to bring those balances in with your student import, and what parents see.
How Credit Balance Works, and Moving It Between Siblings
Where a student's credit balance actually comes from, when it applies itself automatically, and how to move it to a sibling's invoice when it doesn't.
Excel or CSV: Which File Should I Use?
Fees101 accepts both Excel and CSV files for student imports and balance uploads. What the difference is, which to choose, and how to avoid common file problems.
Bulk-Importing Students from Excel or CSV
How to bulk-import a student roster into Fees101 from an Excel or CSV file — required columns, validation rules, and what to fix if rows get rejected.
Opting a Student Into or Out of a Fee, and Sending a Manual Reminder
How to add optional fees to one student by search, handle an opt-out after payment, revoke a discount, and send a one-off reminder from their profile.
Managing Student Payment Accounts (Virtual Accounts) in Bulk
How to bulk-create missing virtual payment accounts for your student roster, and where to find and retry failed ones.
Fixing a Duplicate Student Entry
What to do when two records get created for the same real student with different admission numbers — what Fees101's uniqueness check actually catches, and the manual fix for what slips through.
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