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Process

Fee flow: from plan to payment and reminder

Fee follow-up in schools usually peaks at month-end: prepare invoices, send, match payments, remind. When these steps are linked, the office sees open items instead of merging spreadsheets at period end.

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  • English and community languages
  • Pupil data and GDPR in mind
  • Roles and access log

Invoice and payment

At the start of a term the fee plan is defined. On the invoice date the system prepares the PDF and QR code and sends it to the parent by e-mail.

The parent pays through their own bank.

Follow-up and report

Incoming payments are matched, and open items trigger stepped reminders. Management sees open fees and collection summary in the report.

Reminder texts are set with your approval.

Your benefits

How we work

  1. 1

    Clarify the need

    By e-mail we discuss your processes, roles, existing systems and how data is moved, and set the scope in writing.

  2. 2

    Build and connect

    We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.

  3. 3

    Test and launch

    We test every flow with realistic cases, train your team and go live only when it is right.

Spanish-specific points

Invoices are prepared in EUR with the Stripe standard. Stripe biller code, reference and bank file format are clarified with your bank and accountant.

Frequently asked questions

How many reminder steps are there?

Number of steps and texts are set with you; sending follows your approval.

Can partial payments be matched?

Yes; the open amount is shown separately and reflected in reminders.

Related topics

Fees and invoices

School fees and invoicing: term fees, instalments, sibling discounts and reminders in one place, with Stripe. Quote by e-mail.

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Stripe

Stripe for school fees: invoices created from the pupil record, Stripe biller code or IBAN, payment matching and reminders. Quote by e-mail.

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Reports and statistics

School reports: enrolment, attendance, grade and fee overviews, term comparison and table export, with role-based visibility.

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