Finance Overview

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Fee Structure

Set fees per class per term. Applied when generating invoices.

Base fees apply to all. Boarding & Transport are per-student add-ons. Custom categories you add bill every student in the class.
How to use Excel Upload
1. Click Download Template — get a pre-filled Excel with your classes
2. Fill in the fee amounts for each class and category
3. Click Upload Excel — the table fills automatically
4. Review the amounts, then click Save Structure

Student Accounts

View and manage individual student fee accounts

Select filters above

Invoices

Generate fee invoices for the current term

Bill All Students — One Click
Generates invoices for every student across all classes. Skips students already invoiced this term.

Bill by Class

Individual Student

Record Payment

Record fee payment received from parent/guardian

Payment Details

Recent Payments

No payments yet

Fee Adjustments

Opening balances, discounts & scholarships. Discounts and scholarships reduce a student's fee balance.

Record Adjustment

Discounts & Scholarships

Students currently receiving a fee reduction. Their balance is already adjusted everywhere in the system.

No discounts or scholarships yet

Fee Defaulters

Students with outstanding balances

Click Load Defaulters

Pocket Money

Manage boarding student funds

Transaction

Transaction History

Select a student to view history

School Expenses

Track all school expenditure

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Financial Reports

Summaries and statements

Select report type above

M-Pesa Integration

Safaricom Daraja API

Coming Soon — M-Pesa STK Push integration requires a Safaricom Daraja API account and a backend server (Firebase Cloud Functions) to receive payment callbacks. Once integrated, payments will auto-record when parents pay via M-Pesa Paybill.

API Credentials

How It Will Work

1. Parent sends money to Paybill → Account = Admission No.

2. Safaricom sends instant callback to your Firebase Function

3. System auto-matches payment to student account

4. Balance updates in real-time

5. Automated receipt sent to parent

Bank Integration

Coming Soon — Direct bank integration (Equity, KCB, Cooperative, NCBA) for automatic statement import and payment reconciliation.

Supported Banks (Planned)

Equity Bank
KCB Bank
Co-op Bank
NCBA

Payment Receipt

Invoice

Add Expense

Student Account