Setting Up Your School on Fees101

Have these ready

• A list of your classes in order, from the youngest to the oldest.
• This term's fees for each class, including extras such as bus, uniform or exam fees.
• A list of students with their class, admission number, and a parent's name, phone number and email.
• What each student already owes, or has paid ahead, if anything.

1. Sign in

Open the invite email from Fees101 and set your own password. Check with the owner that the payment account is connected before you add students.

Accepting a Staff Invite and Setting Your First Password

2. Set up your session, term and classes

Create the school year, the current term and every class. Give each class a "Promotes to" class so end-of-year promotion works.

Managing Academic Sessions

Creating, Activating, and Closing Terms

Setting Up Classes and the Promotion Chain

3. Enter your fees

Add every fee for this term. Use a flat fee if all classes pay the same, or a per-class fee if they differ. Make extras optional, and choose how often each fee bills.

Fee Structure Examples

Moving Fees to a New Term, and What Each Button Does

Setting Up a Flat School-Wide Fee

Setting a Different Fee Per Class or Grade

Making a Fee Optional (Opt-In)

Choosing How Often a Fee Bills

4. Add your students and parents

Import everyone at once with the Excel template. Children who share a parent's phone number are linked as a family automatically, so check phone numbers carefully. Each student gets a payment account number once they are added, as long as the owner has connected the payment account.

Bulk-Importing Students from Excel or CSV

Bringing In Old Debts and Credit

Linking Siblings to a Family Account

5. Set your payment reminders

Choose when parents with a balance get reminded. After that, it runs on its own.

Configuring Payment Reminders

6. Tell us when you are done

Next: Generating Invoices for a Term

Next: Bulk-Sending Invoices