Fee Management - SchoolWise User Guide

Two-tab layout

Go to Fees in the left sidebar. The page has two tabs:

Fee Structure Setup Fee Collection

Fee Structure Setup — define the fee types (e.g., Tuition, Transport) and their amounts per class.
Fee Collection — view all students' fee status and record payments.

Start here: Set up your fee structure before recording any payments. Students won't have fee records until at least one fee type is created.

Tab 1 — Fee Structure Setup

This tab lets you define what fees your school charges and how much each class owes.

SchoolWise Fee Structure Setup tab showing a list of fee types with their name, class, and amount, and an Add Fee Type form at the top. — Define fee types and their amounts per class in the Fee Structure Setup tab.

Adding a fee type

1 Click Add Fee Type. A form appears at the top of the tab.
2 Enter the Fee Name (e.g., Tuition Fee, Transport, Lab Fee, Activity Fee, Exam Fee).
3 Select the Class this fee applies to.
4 Enter the Amount (in ₹).
5 Click Save. The fee type appears in the list below and is now linked to students in that class.

Tip: Create one fee type per fee category per class. For example, create "Tuition Fee" separately for Class 9 and Class 10 if the amounts differ.

Editing and deleting fee types

Each fee type in the list has an Edit and Delete button. Use Edit to update the name or amount; use Delete to remove it entirely.

Warning: Deleting a fee type will remove it from all students' ledgers. Only delete fee types that have no payment records attached.

Tab 2 — Fee Collection

This tab lists every student along with their fee status. Use it to see who has outstanding dues and to record payments.

SchoolWise Fee Collection tab showing a table of students with columns for Name, Class, Fee Type, Total Fee, Amount Paid, Balance, and a status badge (Paid, Unpaid, or Partial), plus a Record Payment button. — The Fee Collection tab shows each student's balance and lets you record a payment instantly.

Understanding fee status badges

Status	Meaning
Paid	The full fee amount has been collected.
Unpaid	No payment has been recorded yet.
Partial	One or more installments paid but the balance is not yet cleared.

Filtering by class

Use the Filter by Class dropdown at the top to show only students from a specific class. This makes it easier to process fees for one class at a time.

Recording a payment

1 Find the student and click Record Payment on their row. A modal form opens.
2 Enter the Amount paid in this installment.
3 Set the Payment Date.
4 Select the Payment Mode: Cash, UPI, or Bank Transfer.
5 Enter the Receipt Number (your school's internal receipt reference).
6 Click Save. The payment is recorded, the fee status updates, and a digital receipt is generated automatically.

Multiple installments: Fees can be collected in multiple installments. Each payment creates a separate receipt. The student's balance reduces after each payment until the status changes to Paid.

Fee receipts

Every time a payment is recorded, SchoolWise generates a fee receipt linked to that specific payment. Receipts are accessible from two places:

Fee Collection tab — click the receipt icon next to any payment row.
Student Profile → Fees tab — the full list of installments with receipt links is shown there too.

You can also record payments directly from the Student Profile. Go to Students → View → Fees tab → Record Payment.

If a student doesn't appear in Fee Collection

No fee type set for their class — Add the relevant fee type under Fee Structure Setup and select their class.
Student not enrolled — Enrol the student first from the Students page.