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Fees And Finance

Learn how the platform supports fee structures, finance operations, inventory workflows, and the reporting surfaces that sit around school billing and financial control.

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Last updated: April 4, 2026

What this area covers

The finance layer supports school fee operations and the administrative workflows that sit around student billing, collection tracking, inventory control, and financial visibility.

Why it matters

Fee and finance operations usually depend on student records, organizational setup, payment configuration, and clear operational reporting.

Detailed task guides

Fee collection and payment follow-up

Fee setup and gateway configuration

Income and expense tracking

Finance reports

Inventory operations

The current product splits finance reporting into three reporting families:

finance analytics for income, expense, balance, and payroll summary
tuition-fee reporting for daily collection, fee collection, and balance fees
inventory reporting for stock balance, add-item history, and issued-item activity

That split matters when you decide where to start a workflow or which report export to hand off to leadership.

Students and Admissions
Communications, Reports, and Operations
Licensing and Activation for product ownership, not fee billing

Related docs

Students And Admissions

Understand how student records, admission intake, and guardian-facing data are organized.

Communications Reports And Operations

Understand how notifications, reporting, front-office coordination, and supporting workflows fit together.

Licensing And Activation

Understand the high-level product ownership, activation, and controlled deployment model.

How To Add And Collect Fees

Work from the fee collection workspace to find a student, review balances, choose the fee item, and record a payment with receipt-ready details.

How To Assign Fees

Select fee mappings, filter the student list, and save fee assignments from the Assign Fees workspace.

How To Manage Offline Payments

Review offline bank-payment requests, validate the submission details, and approve or reject them from the Offline Bank Payments workspace.

How To Configure Fee Groups

Create, filter, and maintain fee groups from the Group tab inside the shared Fees Setup workspace.

How To Configure Payment Gateways

Review, configure, activate, and deactivate online payment gateways from the Payment Gateways workspace.

How To Add Income

Record a non-fee income entry with head, date, invoice number, amount, attachment, and note fields from the Add Income tab.

How To Add Expense

Record an outgoing finance entry with expense head, date, invoice number, amount, attachment, and note fields from the Add Expense tab.

How To Manage Inventory Items

Create, filter, review, and maintain inventory item master records from the Items tab in the Inventory workspace.

How To Run Income Reports

Use the Finance Reports console to review grouped non-fee income by head, filter by date range or income head, export CSV, and open the matching ledger in the Income Console.

How To Run Expense Reports

Use the Finance Reports console to review grouped expense totals by head, filter by date range or expense head, export CSV, and open the matching ledger in the Expense workspace.

How To Run Inventory Reports

Use the Inventory workspace to switch between stock balance, add-item, and issue-item reports with the same filters and CSV export flow used in the real Smart School UI.

How To Run Income Expense Balance Report

Use the Income vs Expense branch in Finance Reports to review a transaction-level running balance across income and expense records, then export the current ledger as CSV.

How To Run Daily Collection Report

Use the Tuition Fees Reports workspace to review day-by-day fee collection totals, receipt counts, and the code-backed details drawer that opens when a day contains real fee receipts.

How To Run Fee Collection Report

Use the Search Fees Payment branch in Tuition Fees Reports to filter receipt history, review grouped collection summaries, inspect the receipt ledger, and export the current result as CSV.

How To Run Balance Fees Report

Use the Search Due Fees branch in Tuition Fees Reports to review outstanding student balances, overdue thresholds, printable balance statements, and CSV exports for the current due-fee slice.

How To Run Payroll Summary Report

Use the Payroll tab inside Finance Reports to review month-by-month paid payslip totals and hand off to the HR Payroll workspace when deeper payroll operations are needed.