Create fee structures and issue invoices

Fee billing in the workspace has two parts: fee structures (what each form or grade owes) and student invoices (the actual bill per student).

1. Fee structures

1. Open Finance → Fee Structures.
2. Create a structure: choose the academic year, the form / grade it applies to, and the amount.
3. Add fee categories (tuition, levies, activities) if you itemise charges.

Structures drive the auto-billing engine and the invoice form's fee picker.

2. Issue an invoice manually

1. Open Finance → Student Invoices.
2. Click to create a new invoice.
3. Pick the student, academic year and term. The form filters the available fee structures to those matching the student's year and the selected year.
4. Select the fee structures to include. The totals calculate automatically; a fee waiver (if configured) applies as a discount.
5. Save. The invoice is created with status Unpaid and a unique invoice number.

3. Run the auto-billing engine

For a whole cohort at once:

1. On the invoices table, click Run Auto-Billing Engine.
2. Choose the billing target (which forms / grades and term).
3. The engine creates invoices for every eligible student who doesn't already have an open invoice for that scope.

This is the fastest way to bill a year group on the first day of term.

4. Documents

Each invoice can be printed (Print Invoice on the row). Invoice and receipt layout — logo, colours, payment channels, callout notes — is controlled under Finance → Invoice / Receipt Document Settings.