Overview

This article explains how to configure billing and payment options for a learner during the enrolment process.

Navigation path

My School > Learners > Learners > Add Learner > Step 3: Billing Configuration

Purpose of feature

Billing configuration determines which fees are charged to the learner's account. Accurate setup at enrolment prevents billing errors and ensures the correct fees appear on statements from day one.

Step-by-step instructions

Selecting payment options

• On Step 3 of enrolment, the Payment Options screen displays available fee categories (e.g., Tuition Fees, Bus Fees).

• Compulsory fees are pre-selected based on school settings and cannot be deselected.

• Optional fees appear in the left column. Use the arrows to move them to the Selected column.

Saving billing configuration

• Billing is saved as part of the learner record when you click Save Learner on Step 6.

• Billing options can be updated after saving via the learner's profile.

Notes

• Payment options are set up annually by the finance administrator. If an expected fee category is missing, contact your finance admin.

• Discounts and exemptions are applied separately via the Families or Accountable Person settings.

Frequently asked questions

Why can't I deselect a fee during enrolment?

Compulsory fees are pre-selected by the school's finance settings and cannot be removed during enrolment. Contact your finance administrator if a fee has been incorrectly configured as compulsory.

How do I add an optional fee to a learner?

On Step 3 of enrolment, locate the optional fee in the left column and use the arrow button to move it to the Selected column.

Can I change the billing configuration after the learner has been saved?

Yes. Navigate to the learner's profile and update the payment options from there. Changes will reflect on the next billing cycle.

Last updated: March 2026  |  Version 2.0