Bill families and track every cent — without a spreadsheet.
Set fees once, run a whole month's invoices, record payments, send statements and see exactly who owes what.
- Set fees once, then run a whole month's invoices in a few clicks
- Record full and partial payments and send family statements
- See exactly who owes what with 30/60/90 debtor ageing
From fee items to a clean invoice
Set your fee items and price list up once, then build combined family billing accounts so siblings land on a single bill. Each learner gets their own fee profile, and when it's time to invoice you run a monthly billing run from draft to approved — review everything before a single invoice goes out. Approve the run and out comes a clean invoice and a branded PDF for every family.
Know exactly who owes what
Record payments as they come in — full or partial — and watch each family's balance update automatically. Send clean family statements that show every charge, payment and credit, raise credits and credit notes when you need to, and let the 30/60/90 debtor ageing report tell you exactly who is behind and by how long. No more guessing from a spreadsheet at month-end.
What's included
Fee Management ships with the Professional plan.
Billing you can trust, with the figures always right
Fee Management keeps balances, statements and ageing in step with every payment you record, so you can always show a family exactly what they owe and why.
Balances update automatically
Every payment, credit and charge feeds straight into the family's billing account, so statements and the 30/60/90 ageing report always reflect the true outstanding amount.
Review before you invoice
Monthly billing runs start as a draft you can check line by line, and only become invoices once you approve the run — so nothing goes out to families by accident.
Reconcile against your bank
Import your bank statement as CSV, Excel or OFX, and match each deposit to the right family payment with suggestions you confirm — duplicates removed, matching deterministic first.
A full fee audit trail
Fee runs, invoices, payments and credits are all recorded, so you can answer "who did this, and when" and hand your accountant a clean trail with GL mapping for Xero or Sage.
Fee Management questions, answered
Ready to bill your families without a spreadsheet?
The 14-day free trial gives you the complete Professional plan, including Fee Management — billing accounts, invoices and PDFs, payments, statements and 30/60/90 debtor ageing — with no credit card required.
Start your free trialNo credit card. Full Professional access. Cancel any time.