Fee Operations

Fee Back-Office Automation

Stop spending 3 days on fee creation every term. Bulk create, adjust, refund, and report — in minutes, not weeks.

Bulk Operations

Payment Plans

Refund Processing

Live Dashboards

Bulk Fee Operations

Create fee structures for hundreds of students in one action.
Clone last term's fee structure and adjust amounts.
Apply category-wise or section-wise fee changes.
Preview and approve before posting — no accidental charges.

Payment Plans & Adjustments

Set up installment plans with custom due dates.
Move a student between plans mid-year without losing history.
Apply mid-term fee revisions to selected groups.
Lock fee edits after a configurable cutoff date.

Refunds & Security Deposits

Process refunds against specific fee heads.
Track security deposits with refund-on-exit rules.
Connect student cancellation to fee closure or refund requests.
Full audit trail for every refund with approver name.

Parent Fee Portal

Parents view their fee schedule and payment history.
Download receipts and statements on demand.
Pay via UPI, card, net banking, or wallet.
Auto-reminders before due dates and on overdue.

Reports & Dashboards

Outstanding vs collected — drill down by class, section, category.
Daily collection register with payment mode split.
Ageing report for overdue fees.
Month-end reconciliation with bank.

Student Exit + Fees

Student cancellation without fee and refund cleanup chaos

When a student leaves, the school does not just mark one record as cancelled. The admin team has to capture the cancellation reason, collect the letter, close the right academic-year enrollment, cancel pending fee records where needed, calculate deposits, and initiate refunds without confusing parents or accounts.

Unity treats student cancellation as a linked operational workflow. The student exit flow can capture cancellation type and cancellation letter, use the correct academic-year context, update related student records, and connect the exit with fee cancellation or refund processing.

This matters because cancellation is where school data often becomes messy. If fees remain open after a student leaves, parents receive wrong reminders. If deposits are not calculated cleanly, accounts has to reconcile manually. If the cancellation letter is not attached to the workflow, staff later has to search through email or paper files.

See how this fits into Student Lifecycle Management

What this enables

Capture cancellation type during student exit.
Attach the cancellation letter to the workflow.
Use the correct academic-year context from enrollment data.
Cancel relevant student-linked records during exit.
Cancel fee records when no refund is due.
Create refund requests when a refundable amount exists.
Improve deposit amount handling before refund calculation.
Reduce finance cleanup after withdrawal or cancellation.

Quick Answers

Can I create fees for the whole school at once?

Yes. Select a fee structure, choose your classes, and post. Hundreds of invoices go out in one click.

What happens if a parent overpays?

The surplus stays as a credit balance. It auto-adjusts against the next installment.

Can we change payment plans mid-year?

Yes. Move any student to a different plan. The system recalculates remaining installments and carries forward what's already paid.

How are refunds tracked?

Every refund logs the original fee head, amount, approver, and method. The audit trail is permanent.

What happens when a student leaves mid-year?

Unity connects student cancellation with fee closure, deposit handling, and refund requests, so accounts does not need to reconcile the exit manually.

Do parents get reminders?

Yes. Auto-reminders go out before due dates and again on overdue. You configure the timing and channel — SMS, WhatsApp, or push notification.

Frequently Asked Questions