Create or Adjust an Individual Student Fee Schedule
Search an active student, choose the term, then add, adjust, prioritize, or remove that learner's applicable fee categories without changing the class template.
For School administrators, Accountants. Updated 2026-08-25.
Overview
Payments now separates Allocate to Class from Allocate to Student. Individual allocation searches for an active student and uses the learner's active class automatically.
For the selected term, staff can add every applicable non-transport fee category, set the amount due and collection priority, adjust unpaid or partially paid bills, and remove categories with no payment activity. A custom student amount does not overwrite an existing class-wide allocation template.
Fully paid bills cannot be changed, an amount cannot be reduced below what has already been paid, and a category with collection or payment activity cannot be removed until those payments are reversed. Transportation fees are system-generated from transport assignments and cannot be added manually through this schedule.
Before you start
- Create fee categories
- The student must be active with an Active class enrollment
- Select an academic term that is not closed
Steps
- Open Payments > Allocations
- Select Allocate to Student
- Search by student name or ID and select the learner
- Select the academic term; the active class is filled automatically
- Add the fee categories that apply
- Adjust amount due and priority, or remove an unpaid category
- Review the added and removed category summary and confirm Save
Common problems
A student cannot be selected for allocation
Only active students with an active class enrollment can receive an individual fee schedule.
A fee category cannot be removed
The bill has payment activity or you lack fee delete permission. Reverse related payments first if the category truly must be removed.
An amount cannot be reduced
The new amount cannot be lower than the amount already paid, and fully paid bills cannot be edited.
Transportation is missing from the available categories
Transport bills are generated from active transport assignments and route fares under Transport Fees, not from manual school-fee allocation.