Tuition Plan

Last updated: July 13, 2020 by ASL, BAS

Purpose: To setup all tuition plans offered by the school

Prerequisite/dependencies: Ledger Codes

Output: Tuition Plans that are automatically assigned to student (based on their year level)

Go to Planning > Finance Setup > Tuition Plans. Ensure to select the correct School Year.

Creating a New Tuition Plan

1) Click +New to create a new plan, and name it as necessary. Click Add Tuition Plan to save.

2) Click View Payment Plan to view/modify the plan's setup.

3) Select the grade/year level where the plan is applicable. Once a level is saved to a plan, it cannot be selected/saved for another plan. This will also automatically assign the plan to students.

Adding Fees inside the Tuition Plan

Fees can be grouped depending on the need. This is especially useful on fees in which the breakdowns should be shown (e.g. miscellaneous).

Creating a Payment Group

• Click +Add Payment Group

• Name - what to call the group

• Type - how to categorize the group's type of fee (Tuition, Miscellaneous, Laboratory, and Others)

Creating specific Fees inside the Payment Group

• Click +Add New Fee

• Label - what to call the fee

• GL Account - determines the corresponding GL Account (Ledger Code) the fee falls under

• Applies to - when to apply the fee. Set the rules (can be multiple) for the fee by clicking the pen button. See available Rules on the table below.

RULE TYPE	VALUE	DESCRIPTION
All	n/a	Applicable to all kinds of students
Nationality	Filipino or Foreign	Apply fee based on the student's nationality
Student Status	New or Old or Returnee	Apply fee based on the student's current status

How to add rules to a fee

• Amount - how much the fee is

• Editable (checkbox) - can a user (with necessary privilege) edit this fee as applicable?

• Non-refundable (checkbox)

• Exclude from installment computation (checkbox) - should the fee be paid in full and not be broken down together with other fees (depending on the payment scheme selected for the student)?

• Unaffected by adjustments (checkbox) - should the fee be paid in full and not be altered by any discount applied for the student?

• Once done, don't forget to click Save on the upper right side of the page.

How to setup a Payment Group

Deleting Fees inside the Payment Group

Click the X button to delete the fee

Deleting a Payment Group

Click the red Trash can button to delete the group

1. A Tuition Plan can include several Payment Groups.

2. Arrangement of Payment Groups

   -based on creation date/time before clicking Save

   -If adding new group on an existing Tuition Plan, the newly added group will be 1st on the arrangement.

3. A Payment Group can include several fees.

4. Total Amount of fees assigned for Filipino and Foreign are shown on the top left of the page below the Tuition Plan name.

Going back to the Tuition Plan Main Page

Click the back button on the top left of the page beside the Tuition Plan name

Renaming a Tuition Plan

Click the pen button of the tuition plan then and rename the plan. Click Save Changes.

Editing a Tuition Plan

Click View Payment Plan

Please refer to the steps in Creating a New Tuition Plan on how and what can be modified inside a tuition plan.

Deleting a Tuition Plan

Click the red Trash can button to delete the plan

Frequently Asked Questions (FAQs)

Pending content