Fee plan
Term and instalments.
Prices are quoted in GBP with VAT shown clearly, and the scope is fixed before work starts, so the invoice holds no surprises. When fees live in spreadsheets and invoices in another program, who has paid and who is late stays unclear. The software generates the fee plan from the pupil record, issues the invoice and shows late payments.
Fee items are defined by your rules: enrolment, term, meals, transport or materials. The invoice is built from these items and sent to parents by e-mail.
Sibling discounts are applied automatically.
Incoming payments are matched to invoices, late ones are listed and a reminder e-mail is prepared. An export for accounting is possible.
Parents see clearly what each item is for.
By e-mail we discuss your processes, roles, existing systems and how data is moved, and set the scope in writing.
We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.
We test every flow with realistic cases, train your team and go live only when it is right.
Invoices are prepared as Bacs payments; for VAT and tax rules we work with your tax adviser before going live. Payment terms and reminder wording are prepared in the languages your customers speak.
The export format is clarified beforehand to match your accounting system.
Yes, the instalment plan follows the parent’s contract.
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