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Money

Finance & cashiering

Fees in pesos, installment plans per grade level, and a cashier’s desk where every payment, discount and correction leaves a clear trail.

Fee setup

Fee schedules that match how you actually bill.

Define what you charge, for which grade levels and which year, and how families can pay it.

What is included

  • Fee items such as tuition, miscellaneous fees and books
  • Fee schedules per grade level and school year
  • Installment plans for each schedule
  • Fee items and opening balances can be imported from a spreadsheet

Fee categories

  • Tuition
  • Miscellaneous
  • Books
  • Other

Payment plans

  • Annual
  • Semestral
  • Quarterly
  • Monthly
Invoices & discounts

Invoices for every enrolled student, discounts with a reason.

Generate invoices from the schedules, and make sure every discount or scholarship has an approver and a stated reason.

What is included

  • Generate invoices for enrolled students from the fee schedules
  • Discounts and scholarships with an approval step and a recorded reason
  • Approval limited to the school owner and principal
  • Library fines are billed through the same finance records

Discount types

  • Sibling
  • Scholarship
  • Employee
  • Waiver
  • Early payment
  • Other

Discount mode

  • Percentage
  • Fixed amount

Invoice status

  • Draft
  • Issued
  • Partially paid
  • Paid
  • Void
Cashiering & receipts

A cashier’s desk your auditor will like.

Record payments the way they arrive, apply them to the right invoices, and never delete anything: mistakes are reversed, with a reason.

Payment received

Receipt number
Sequential, per school
Payment methods
Cash, bank transfer, cheque, card, e-wallet, other
Applied to
Invoices, with credit for advance or overpayment
Repeat submission
Duplicate protection on every payment
Mistake?
Void or refund by reversal, with a reason
  • Partial payments, advance payments and overpayment credit are all supported
  • Printable receipts with unique, sequential numbers

Payment methods recorded

  • Cash
  • Bank transfer
  • Cheque
  • Card
  • E-wallet
  • Other

Ledger entries (none are ever deleted)

  • Charge
  • Payment
  • Discount
  • Reversal
  • Adjustment
  • Refund
Statements & reports

Know who has paid, and who has not.

Statements for families and reports for the people who run the school’s finances.

What is included

  • Statements of account for each student
  • Collections by day, by cashier and by payment method
  • Outstanding balances and aging
  • CSV export, permission-checked and audit-logged
Who uses it

Built for the people who do the work.

  • Finance
  • School owner
  • Principal
  • Auditor
  • Parent (own statements and receipts)

See what every role can do

Good to know: not included yet

  • Online payment and payment gateway. Payments are recorded by the cashier, and parents see statements and receipts in the portal.

See PHSMS with your school’s workflow.

Try the live demo, or tell us about your school and we will walk you through the modules that matter most to you.

Pricing depends on your school. Contact us for pricing.