Before you start
For Administrators, Finance teams, School owners, Operations managers
- Confirm your school currency, student records and fee policy.
- Use a role with fee-management access; sending school messages requires communication permission.
Configure fee categories
Open Fees and set up the categories used by your school, such as tuition or transport. Check currency and amounts before using them on invoices.
Create and review invoices
Select the student or applicable class group, fee items, due date and amount. Review the recipient and billing entity before issuing the invoice.
Check payment instructions
Use the school’s configured online payment account or offline payment details. A school fee payment is separate from the school’s Skoolia subscription.
Share invoices
Use the invoice-sharing options available to your role. Coordinate with authorised communication staff for email or other external messages you cannot send directly.
Record and reconcile payments
Review payment status and outstanding balances. Confirm online payment processing or record offline receipts through the authorised workflow. Keep references so duplicate or unmatched payments can be investigated.
Follow up on overdue balances
Review the outstanding invoices and confirm the balance before sending a reminder. WhatsApp automation requires separate configuration and testing; connecting a number alone does not enable it.
Good practice
- Check invoice details before sending them to a family.
- Reconcile partial and offline payments before reminders.
- Ask the school finance lead how refunds and corrections should be recorded.
Questions and troubleshooting
Ready for the next step?
Open your school workspace to put this guide into practice, or ask our team for help.