Simple fee plan setup

From Fees > Fee plans > Add fee plan or Create first fee plan (or + Fee plan on a class card), centres with the feature enabled see a short multi-step wizard: Who → Fee → Schedule.

On the Fee step (for a fixed course fee), choose how often each payment is due first — large buttons for Every month, Every week, Every 2 weeks, Every 3 weeks, Every 4 weeks (~13/year), quarterly, or yearly. Then choose Total course fee (split into payments) or Per payment (enter amount each due — e.g. S$737 every 4 weeks × 13, or S$800 every month × 12). With total fee you can add optional discount and pay now (single student). Then answer one count question: How many payments? (same idea as instalment count — one number, not two). For every 4 weeks the counts are 4-week periods such as 6 / 8 / 10 / 13 · ~1 year — not “12 calendar months”.

On a computer the page is the left sidebar Fees → Plans. On a phone it is bottom bar Menu → Fees → Plans. The phone bottom bar Fees is outstanding dues, not Plans. The add button is + Add fee plan. Steps are Who → Fee → Schedule.

On Schedule, set First due date, optional End Date (max 1 year from start), Due Day of Month for monthly-style plans, and grace period on a large screen. Edit loads the saved class or student, amounts, and due day. Change Due Day of Month and save: upcoming unpaid dues move to that day of their month. Paid lines stay on the old date. Week-based plans do not show Due Day of Month.

Per session asks for a session rate. A due is created for each class session already on the calendar, and for sessions added later, for students on the class. The due date is the session date. Session pack asks for a rate and how many sessions are in the pack. That is one upfront due, not a line per session. A student who joins after the pack is saved gets that one due.

Saving a fixed plan creates the due lines, so Home and outstanding are not left at zero. On Plans, use Outstanding or Record payment to collect.

If you return to the Plans list after an error and Create first fee plan seems to do nothing, use Add fee plan again — the app reloads the create wizard with ?action=add (required for static export). Prefer the in-app button rather than an old bookmark that uses /fees/schedules?action=add without the slash before ?.

Centres in Malaysia (and other DD/MM countries) should keep Country of operation set to Malaysia in Settings so currency is RM (MYR), timezone is Asia/Kuala_Lumpur, and dates use day/month order. First due date is always saved as YYYY-MM-DD to the API (local calendar day — not UTC), so early morning KL time does not shift to the previous day.

Limits

Monthly-style instalment count is capped at 12 for a 1-year plan; week-based plans allow more period counts (up to ~52 for weekly). A fee plan with an end date cannot exceed 1 year from start (shorter is OK). Fee generation creates lines within the plan end (and about 12 months ahead for open-ended runs).

Who can use it

Your organisation’s subscription must include the Simple fee plan setup feature (admins can toggle it per plan).

View pricing and features · Open Fee plans in the app · Why TuitionDesk · vs Fedena · vs Proctur