Creating a Fee Template

Set up the fees your school charges for a term — with real screenshots for every step.

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Fee templates define what students in a term are charged, before any money changes hands. Here's how to build one.

  1. School Fees page with the Fee Templates tab selected, showing an empty template list
    01

    Open Fee Templates

    Go to Finance → School Fees, then switch to the "Fee Templates" tab. This is where you define what a term's fees look like before charging any student. Click "New Template" to create one.

  2. New Fee Template dialog filled in with a Tuition Fee item and an optional PTA Levy item
    02

    Name it and add fee items

    Give the template a name, pick which term it applies to, and optionally restrict it to one class level. Then add fee items one at a time — a name, an amount, and an optional description. Mark an item "Optional" if it shouldn't count toward the mandatory total, like a PTA levy some parents choose to pay and others don't.

  3. Fee Templates list showing the newly created JSS 1 First Term Fees template
    03

    It's ready

    Your template now appears in the list with its total mandatory amount and status. From here, Edumito uses this template to generate fee accounts for students in that term — head to the "Student Fees" tab and click "Generate Accounts" to apply it.

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