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.

Access and Navigation

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

• Click Add Fee to save

Edit a Fee

• Select the tuition plan revision to edit then click the Pencil icon next to the fee

• Modify the necessary fields

• Click Update Fee to save changes

Delete a Fee

• Select the tuition plan revision to edit

• Click the Trash Bin icon next to the fee

• Confirm the deletion by clicking Delete

Delete a Tuition Plan

• Select the tuition plan to delete

• Click the Trash Bin icon

• Confirm the deletion by clicking Delete Tuition Plan

Search for a Tuition Plan

Enter a keyword or exact text in the search bar located in the upper-right corner. Press Enter to find matching results.