Fees & Accounts
Streamlined fee collection, invoice generation, payment tracking, and complete financial management. Generate professional PDFs and maintain transparent accounting.
Key Capabilities
- Fee group configuration
- Invoice PDF generation
- Payment receipt PDFs
- Account statement export
- Income tracking
- Expense management
- Unpaid invoice reports
- Permission-based access
- Mobile app fee viewing
- Student-wise dues tracking
Complete Financial Management
From fee collection to expense tracking – manage all your school finances in one place.
Fee Group Configuration
Create flexible fee structures with multiple fee groups. Define fee heads, amounts, and assign to classes or individual students. Mark fee groups as active or inactive as needed.
Invoice Generation
Generate fee invoices for students based on their assigned fee groups. Invoices include itemized fee breakdowns, due dates, and can be downloaded as professional PDF documents.
Payment Recording
Record fee payments with multiple payment modes support. Generate instant payment receipts in PDF format for parents. Track partial payments and maintain payment history.
PDF Exports
Generate professional PDFs for invoices, payment receipts, and account statements. All documents are branded with your school logo and details.
Income Management
Track all income sources beyond student fees. Record miscellaneous income with categories, dates, and descriptions. Permission-based access for authorized users only.
Expense Tracking
Manage all school expenses with detailed categorization. Track vendor payments, utility bills, maintenance costs, and more. Maintain complete expense history.
Account Statements
View comprehensive account statements with income and expenses. Filter by date ranges and export as PDF for auditing and reporting purposes.
Outstanding Dues
Track students with unpaid invoices. Get list of pending fees by student for follow-up. Identify overdue payments and take timely action.
Mobile App Integration
Students and parents can view fee invoices directly in the mobile app. Check payment status, download invoices, and stay updated on pending fees.
Fee Collection Workflow
A streamlined process from fee structure setup to payment collection.
Setup Fee Groups
Create fee structures with different heads and amounts.
Assign to Students
Link fee groups to classes or individual students.
Generate Invoices
Create invoices with itemized breakdowns and due dates.
Collect Payments
Record payments and generate instant receipts.
Track & Report
Monitor collections and generate financial reports.
Professional PDF Documents
Generate branded, professional PDF documents for all financial transactions. Share with parents, maintain records, and ensure transparency.
Fee Invoices
Itemized invoices with school branding, student details, and payment instructions.
Payment Receipts
Instant receipts upon payment recording with transaction details and balance information.
Account Statements
Comprehensive statements showing income, expenses, and balances over selected periods.
Financial Reports
Collection Summary
Daily, monthly & yearly
Income Reports
Category-wise analysis
Expense Reports
Vendor & category tracking
Outstanding Dues
Student-wise pending fees
Ready to Streamline Fee Collection?
Simplify your school's financial management with School Orbit.