Training MaterialsFinance and Fees

Finance and Fees

Use these guides for fee setup, billing, collections, balances, and finance reporting.

Use these guides for fee setup, billing, collections, balances, and finance reporting.

WorkflowTraining Videos
How to add fee components1
How to add fee Consession1
How to add Fee Groups1
How to add Fee heads1
How to add fee Structures1
How to add Ledger1
How to add Ledger Type1
How to add payment methods.1
How to add Receipts1
How to add Transaction1
How to view and print reports1

How To Use This Module

Work through the workflow pages in order when setting up a new school or training a new team member. A workflow page may contain several protected videos when the videos belong to one learning outcome.

Protection Rule

Videos use protected video hosting. Do not use Google Drive links, local file paths, or Cloud Run URLs on public Documentation.AI pages.

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