Tuition Plans

Last updated: March 2025

The Tuition Plans feature allows schools to create and manage tuition plans for a specific term. It also enables students to customize the fee breakdown.

Navigate to Finance > Finance Setup to access the Tuition Plans module.

Check the privilege assigned to your user account or role if you cannot view a link from the list.

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

Create a New Tuition Plan

From Scratch

Click the +New Plan button on the upper-right corner

Select “From Scratch” from the submenu
Enter the required Label detail

Click Add Payment Plan to save

From an Existing Plan

Click the +New Plan button on the upper-right corner
Select "From Existing Plan" from the submenu

Enter the required Label details
Choose an existing tuition plan to duplicate

Click Add Payment Plan to save

Edit a Tuition Plan

Select the tuition plan you want to edit and click the Pencil icon

Modify the Label as needed
Click Update Payment Plan to save changes

View Fees Setup

Click View Plan on the desired tuition plan

The latest revision of the tuition plan will be displayed with fees classified alphabetically by type

View a Different Tuition Plan Revision

Tuition Plan Revisions are automatically created when a new school term begins.

While viewing a tuition plan, click the revision dropdown next to the plan name located in the upper-left corner

Select a revision to display the corresponding fee setup

Add a New Fee

Select the tuition plan revision to edit
Click +New Fee in the upper-right corner

Enter the required details:
- Label - Name of the fee
- Account Code - Tag to an existing account code (if applicable)
- Fee Type - Select the type of fee
- Price - Set the amount
- Applies To - Define conditions for affected students