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Chapter 7 · Finance

Fees Collection

Set up school fees, bill whole classes or individual students, create parent fee notices, record payments, issue receipts and monitor balances, arrears, advances and expected collections.

Recommended starting pointFor most schools, Quick Fees is the easiest way to create a complete bill. JestEdu can automatically create the Fees Group, Fee Types, Fees Masters and student assignments from one guided setup.

What is under Fees Collection?

The Fees Collection sidebar contains setup, billing, payment and reporting tools. Use the links below to jump to the related section of this guide.

Before billing: choose the right method

SituationBest JestEdu toolExample
Most students in selected classes pay the same billQuick FeesBASIC 1–3 all pay Tuition ₵1,200 + PTA ₵100.
Classes have different amountsQuick Fees → Different Amount Per ClassBASIC 1 Tuition ₵1,200; BASIC 2 Tuition ₵1,300.
Students in the same class have different billsIndividual BillsStudent A pays ₵900 while Student B pays ₵1,150.
You only need a notice/flyer to send parentsFee Notices Bill1st Term 2026/2027 fee breakdown PDF.
You prefer building Groups, Types and Masters manuallyFees Group → Fees Type → Fees MasterAdvanced/manual setup.

Create a fee notice for parents

Go to Fees Collection → Fee Notices Bill. This is useful when you want a clean fee breakdown that can be printed, downloaded as PDF or shared with parents.

1

Select Notice Type

Choose General Notice for a school/class/level fee breakdown, or Student Bill for one student's itemized bill and Grand Total Due.

2

Enter notice details

Add the Notice Title, Billing Period/Term, Currency Symbol and optional Accent Color.

3

Add fee groups and items

For a General Notice, a group can be a class or level such as KG 1 or Upper Primary. Add each Fee Item and Amount. JestEdu calculates the subtotal.

4

Add policy notes and save

Add optional payment notes, then use Save, Save & Download PDF, or Save & Preview / Print.

Example · New Fee Notice
NOTICE TITLE2026/2027 First Term Fees
General Notice
BASIC 1Tuition FeeGH₵ 1,200
PTA LevyGH₵ 100
ICT LevyGH₵ 80
SubtotalGH₵ 1,380.00
Preview / PrintDownload PDF
Example JestEdu fee notice
Example: a parent fee notice generated from the Fee Notices workflow.
Example visualThe panels and images in this guide are simplified examples. Your school's names, classes, amounts and students will be different.

Quick Fees: fastest way to bill students

Go to Fees Collection → Quick Fees. The wizard has six stages: Bill Info → Method → Categories → Classes → Students → Summary.

Quick Fees Setup
1 Bill Info2 Method3 Categories4 Classes5 StudentsSummary
Same Category AmountsEvery selected class pays the same category amounts.
Different Amount Per ClassEach selected class can have a different amount for each category.
Example Quick Fees Setup screen
Example: choosing the Quick Fees billing method.

Step 1 — Bill Information

Enter a clear Bill Name, Billing Date, Due Date and Description. Example: 2026/2027 1st Term Bill.

Step 2 — Choose Billing Method

Use Same Category Amounts when selected classes pay the same amounts. Use Different Amount Per Class when amounts vary by class.

Step 3 — Add Fee Categories

Add every component separately—such as Tuition Fee, PTA Levy, ICT Levy and Examination Fee. Each category becomes its own Fees Type so receipts and balances can show each charge clearly.

Example · Fee Categories
CategoryTuition Fee
AmountGH₵ 1,200
CategoryPTA Levy
AmountGH₵ 100
Combined per studentGH₵ 1,300.00

Step 4 — Select Classes and Sections

Select the classes to bill. Leaving section boxes unchecked bills every active student in the class. Tick specific sections only when the bill should apply to those sections alone.

Step 5 — Choose Students to Bill

OptionWhat it does
Bill All StudentsEvery eligible active student in the selected classes/sections receives the bill.
Exclude Some StudentsBill everyone except the students you tick.
Bill Selected Students OnlyOnly ticked students receive the bill.
Optional Category ExemptionsExempt selected students from only specific fee categories.

Step 6 — Review summary and create

Check the billing method, number of categories, selected classes and combined amount per student. Click Create Quick Fees Bill.

What JestEdu creates automaticallyOne Fees Group, one Fees Type per category, the required class/section Fees Masters and the student fee assignments.

Individual Bills: different amount for each student

Use this when students in the same class do not all owe the same amount. Go to Fees Collection → Individual Bills → Bulk Create.

1

Select Fees Group / Term

Choose the correct billing period so the individual bills remain under the correct term or semester.

2

Select Class and Section

Choose the class and optionally one section, then click Load Students.

3

Enter each student's bill

For each learner, enter Payable amount, Discount, Description, Note and one or more Bill Items. You can use Quick Fill Template for common items, then change individual students as needed.

4

Select and generate bills

Tick students with valid bill amounts. Students with no valid item amount are skipped.

Example · Bulk Individual Bills
JUSTICE QUANSAHAdmission No: 505 · BASIC 1 - A
GH₵ 950.00
TuitionIndividual arrangementGH₵ 800
PTA LevyGH₵ 100
ICT LevyGH₵ 50
QUANSAH KWAME JUSTICEAdmission No: 506 · BASIC 1 - A
GH₵ 1,150.00

How to record or collect fees

Go to Fees Collection → Collect Fees, search for the student, then click Collect Fees beside the correct student. You will be taken to the student's fee collection page.

1

Review outstanding fee items

Confirm the fee items, due dates, status, amounts already paid and current balance.

2

Enter payment

Type the Amount, choose Payment Method—Cash, Bank, Cheque, Mobile Money, USSD, POS or Wallet—select the Payment Date and add an optional Note.

3

Select the fees to settle

Tick specific outstanding items if needed. If no item is ticked, JestEdu can split the payment across the outstanding fee items. Use Preview Split to check how the payment will be allocated.

4

Pay and issue receipt

Click Pay Now. After recording the payment, you can print the Official Receipt or use the Smart Receipt option where enabled.

Example · Collect Fees Payment
Outstanding BalanceGH₵ 255.00
Payment EnteredGH₵ 200.00
Projected BalanceGH₵ 55.00
MethodMobile Money
Date28 Aug 2026
Fee ItemTuition + PTA
Status afterPartial
Preview SplitPay Now
Example Collect Fees payment screen
Example: recording a payment and reviewing the projected balance.
Parent notificationWhen the school's notification configuration is active, the parent/guardian receives an alert immediately after the payment is successfully recorded.

Example of the student's fee ledger

FeeStatusAmountPaidBalance
Projection #2 / Tuition FeeUnpaidGH₵ 200GH₵ 0GH₵ 200
First Term / PTA LevyUnpaidGH₵ 10GH₵ 0GH₵ 10
First Term / ICT LevyUnpaidGH₵ 15GH₵ 0GH₵ 15
2026/2027 1st Term / PTA DuesUnpaidGH₵ 20GH₵ 0GH₵ 20
Grand TotalGH₵ 245GH₵ 0GH₵ 245

Advance payment and carry forward

If a parent pays more than the selected outstanding fees, enable Save extra amount as advance payment. JestEdu can keep the remaining amount as Fees Carry Forward for the next term. Always review the projected balance before confirming.

ImportantDo not treat an overpayment as ordinary income twice. Use the advance/carry-forward function so the student's future balance remains accurate.

Manual fee structure: Fees Group → Fees Type → Fees Master

Schools that do not use Quick Fees can configure fees manually:

1

Fees Group

Create the billing group or term that will contain related charges.

2

Fees Type

Create individual fee categories such as Tuition Fee, PTA Levy, ICT Levy or Examination Fee.

3

Fees Master

Attach fee types to the appropriate classes/sections, amounts and due dates.

TipIf the school simply wants to create a normal term bill quickly, Quick Fees reduces the number of separate setup screens.

Fees Discount

Use Fees Discount to define or apply reductions where applicable. During payment collection, the student's page also provides an Apply Discount action. Confirm the approved discount before saving so balances and reports remain correct.

Fees reports and monitoring

MenuUse it for
Search Fees PaymentFind previously recorded fee payments.
Search Fees DueFind outstanding amounts and students who still owe fees.
Students Not Yet BilledIdentify active students who have not been assigned the expected bill.
Bulk Billed PrintPrint fee invoices/bills for many students.
Daily CollectionReview payments received for a selected day.
Expected FeesCompare the amount the school expects to collect against collections/balances.
Arrears & Advance ReportReview amounts owed from previous periods and advance balances.
Balance ReportCheck student fee balances.
Fees Income ReportReview fee income.
Audit TrailReview user activity for accountability and investigation.

Other Fees Collection tools

Fees Carry Forward transfers eligible balances into a later period. Bank Payment handles bank-payment-slip workflows. Bill Extras is used for extra bill items outside the standard structure. Use the school’s approved finance process when working with these tools.

Common questions

Should I use Quick Fees or Individual Bills?

Use Quick Fees when a class or set of classes follows a common fee structure. Use Individual Bills when particular students need different amounts or itemized arrangements.

I created a bill but some students are missing.

Check the selected class/section, whether the student is active, and Students Not Yet Billed. If Quick Fees was configured to exclude students or bill selected students only, review that selection as well.

A parent paid more than the outstanding amount.

Use Save extra amount as advance payment so the remaining amount is held for future fees instead of being lost from the student's balance history.

How do I confirm what was collected today?

Open Daily Collection. For a broader financial check, compare it with Search Fees Payment, Balance Report and Fees Income Report.

How do I send parents the fee structure before payment?

Create a Fee Notice, then Save & Download PDF or Preview/Print and share the resulting notice with parents.