Tuition Plans

Last updated: January 2025

This feature allows you to set all tuition plans offered by the school

Access and Navigation

To access this module, go to Planning > Finance Setup > Tuition Plans. Click on the drop-down below Tuition Plan and choose which school year to manage.

If you cannot view the link from the list, check the privilege assigned to your user account or role.

Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen.

Create a Tuition Plan

• Click + New to create a new plan, and name it as applicable.

• Click Add Tuition Plan to save.

• Click View payment plan to view/modify the plan's setup.

• 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.

Add 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)

Create a specific fee inside the Payment Group

• Click + Add New Fee then fill out the following fields:

  • Label - what to call the fee

  • GL Account - determines the corresponding GL Account (Ledger Code) the fee falls under
  • Applies to - determine when to apply the fee by setting the rules. Click the Pencil button to configure the rules (multiple rules can be set). Refer to the table below for the available options.

  

  • Amount - how much the fee is

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

  • Non-refundable (checkbox) - is the fee non-refundable?

  • Options

    • Exclude from installment computation (checkbox) - Indicates whether the fee must be paid in full and not divided into installments along with other fees, based on the payment mode selected for the student.

    • Unaffected by adjustments (checkbox) - Specifies whether the fee must be paid in full and remain unaffected by any discounts applied to the student's account.

• Once done, click Save on the upper right side of the page.

Delete Fees inside the Payment Group

To delete a fee inside the Payment Group, click the X button.

Delete a Payment Group

To delete a payment group, click the Trash bin icon.

1. A Tuition Plan can include several Payment Groups

2. Arrangement of Payment Groups

   1. Based on creation date/time before clicking Save

   2. When a new group is added to an existing Tuition Plan, it will automatically be placed as the first item in the arrangement.

3. A Payment Group can include several fee

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

Duplicate a Tuition Plan

Click the Copy button on the tuition plan that you wish to duplicate.

You will be prompted to provide a new label, specify the school term it will be copied to, and select the applicable grade levels (multiple grade levels can be chosen). Once done, click Copy Tuition Plan to complete the process

Rename a Tuition Plan

Click the Pencil button on the tuition plan that you would like to rename. Make the necessary changes then click Save Changes when done.

Edit a Tuition Plan

Please refer to the steps outlined in Creating a New Tuition Plan for guidance on what can be modified and how to make changes within a tuition plan.

Delete a Tuition Plan

Click the Trash bin icon on the tuition plan that you wish to delete. In the confirmation pop-up, click Yes, Delete if decided otherwise click No to go back.

Frequently Asked Questions (FAQs)

Question: Why are not all grade levels appearing in the dropdown for "Applies to" when setting up Tuition Plans?

Answer: Ensure that the missing grade levels have units assigned. To assign a unit, go to Planning > School Year Setup > Grade Levels, locate the grade level, and click Assign Unit. From there, select a unit from the dropdown list.