Finance
Take control of your organisation’s finances with integrated fee management, invoicing and online payments.
Finance shouldn’t live in a separate spreadsheet
Typical challenges
- Manual invoicing and spreadsheets
- Parents chasing payment status by email
- No visibility into outstanding balances
- Reconciling payments across separate systems
How Schoolise helps
- One record for every family’s fees and payments
- Invoicing tied directly to enrolment
- Parents can pay online, any time
- Real-time visibility into outstanding balances
What’s included
Fee structure builder
Set up fee schedules per year group, course or organisation.
Invoicing & online payments
Generate invoices automatically and accept payments online.
Payment plans & instalments
Split fees into instalments without manual tracking.
Discounts & scholarships
Apply sibling discounts, scholarships and one-off adjustments.
Outstanding balance tracking
See who owes what, organisation-wide, in real time.
Credit notes & refunds
Issue credit notes and refunds against the same account.
Financial reporting
Income, outstanding balances and payment trends, exportable.
Export to accounting systems
Send financial data to your existing accounting software.
A finance dashboard built on your actual student and family data
| Family | Term fee | Status |
|---|---|---|
| The Whitfields | £4,200 | Paid |
| The Marins | £4,200 | Overdue |
| The Everetts | £3,800 | Paid |
Works with the rest of Schoolise, not apart from it
Finance shares the same student and family records as the rest of Schoolise, so fees are never a separate system to keep in sync.
Where finance fits best
Frequently asked questions
See Finance in action
Book a demo, try Schoolise, or get an instant estimate for your organisation.