For:Bursar
The first hour for a new Bursar: set up the fee structure, generate invoices, and record your first payment.
Before you start
- The admin has created the active term and class levels at Dashboard → Settings.
- Students have been added and enrolled for the term — payments can't be recorded against a student who isn't enrolled.
Steps
- Go to Dashboard → Finance → Fee Structures and click New Fee Structure. Pick the term and add a component for each fee line (e.g. Tuition, Lunch, Bus), targeting the class levels each applies to. Save the structure.
- Go to Dashboard → Finance → Invoices and use the Invoice Register card's Generate action to create missing invoices for the selected term. This issues one invoice per enrolled student based on the fee structure.
- Go to Dashboard → Finance → Payments and click Record payment. Search for the student, enter the amount and method, and save. Amounts group with thousand separators while you type; the saved figure is the raw number. YoShule allocates the payment to the oldest unpaid invoice first. The payment date cannot be in the future; if you date a payment outside the current year (e.g. capturing last year's bank slip late), a short reason is required. See Recording a payment.
- To check a student's account, go to Dashboard → Finance → Ledger and pick the student. The ledger shows every invoice, payment, waiver, and adjustment in date order.
If a parent overpaid or the amount was entered wrong, request a payment adjustment from the Payments page rather than deleting the record — adjustments leave an audit trail and need an approver.