Home›Finance Suite›Items & Payments Tracker
Part of the EarlyTrack Finance Suite

Every item and payment you collect, on one list.

Tissues, costumes, concert money, photo money, signed forms. One checklist per collection, a row per child, and totals that work themselves out. Concert tickets? Parents order them in the app.

  • Item, money or both, on one checklist per class
  • Part payments with running balances and audited voids
  • One click reminds a parent of exactly what is still owed
  • Parents order concert tickets in the app, one order per family
EarlyTrack Items and Payments Tracker checklist showing a tick box per item per child, derived Received and Partly Received statuses and per-child progress
POPIA-aligned Every action audited No accounting background needed Priced in ZAR
Ticket orders · Parent app

Concert tickets, ordered by the parents in the app

One family wants two adult tickets and two child tickets. Another is not coming. Instead of counting slips in envelopes, each family orders in the parent app: they choose how many of each ticket, see the total and send it, or tell the school they will not need tickets.

You set the ticket types and prices, for example Adult R80 and Child R40
A “most per family” limit on every ticket type
One order per family: brothers and sisters linked to the same parent share it
Your message to parents and the date orders close
Parents get a notice in the app when tickets open
A sent order is final; only the office can change it
A parent ordering concert tickets in the EarlyTrack parent app: two adult tickets and two child tickets, with the total of R240 and a Check my order button
Ticket orders · Office

One row per family, and a door list on the night

The office sees every family on one screen: how many of each ticket, the total, what was paid and what is still owed. Parents pay the school the way they do now and the office records it. Nothing to add up by hand.

Who ordered, who is not coming and who has not replied
Ticket totals for the whole concert at the top
What each family paid and still owes
Type in or change an order that came in on paper or WhatsApp
Remind the families who have not replied or still owe money
Print the door list or export it to Excel
The EarlyTrack office list for a concert ticket order: one row per family with the adult and child tickets ordered, the total, what was paid, what is owed and whether the parent replied
The problem

The list on the counter, the spreadsheet nobody trusts

Every preschool collects things that are not school fees. A box of tissues at the start of term. Costume money before the concert. Photo money. A signed outing form. It usually lives on a printed class list on the office counter, marked in pen, with a second copy in a spreadsheet that has not been updated since Tuesday.

The two never quite agree. Somebody paid half and nobody wrote it down. A parent swears they sent the form. At the end of term the office is chasing twelve families and cannot say for certain what each one still owes.

The Items and Payments Tracker puts that list in one place, keeps the totals for you, and lets you remind the right parents with one click each.

An EarlyTrack collection showing which children have handed in their item and which still owe money
Collections · Tick lists

One checklist per collection, a row per child

Start a collection, give it a name, and choose whether you are tracking an item, money, or both. Point it at a whole class or hand-pick the children it applies to. From there it is a grid: every child gets a row, every item gets a tick box, and the status works itself out as you go. A progress bar shows how far along the collection is without you counting anything.

Item, money or both on one checklist
Aim it at a class or hand-picked children
Multiple items per collection, each with its own tick box
Received and Partly Received statuses derived for you
Progress bar and percentage per collection
Close, reopen or archive a collection when it is done
EarlyTrack collection grid with a tick box per item for each child in the class
Money · Part payments

Part payments that add up on their own

Concert money rarely arrives in one go. Capture what a family hands in and the running balance updates for that child straight away, so you always know who still owes what. An overpayment guard stops you recording more than is owed, and a mistake is corrected with an audited void rather than a deletion, so the history of the collection stays honest.

Capture part payments as they come in
Running balance per child, always current
Overpayment guard on every capture
Corrections handled as audited voids, never deletions
Totals per collection without a calculator
Separate from Fee Management, nothing posts to invoices
EarlyTrack collection showing a part payment captured against a child with the running balance updated
Reminders · Print · Export

Chase the right parents, print what the desk needs

When a collection is nearly done, one click on a child's Remind button sends their parents an in-app reminder, listing exactly what is outstanding for that child. For the front desk you can print a blank sheet to mark by hand, a current status sheet, or an outstanding-only sheet, in portrait or landscape. Everything exports to Excel when you want it elsewhere.

One-click in-app parent reminders
Each reminder lists what that child still owes
Printable blank tick sheet for the counter
Printable status and outstanding-only sheets
Portrait or landscape
Excel export of the whole collection
EarlyTrack printable tick sheet and Excel export options for an items collection

From a paper list to a finished collection

Four steps, and the office never has to add anything up by hand.

1. Make the collection

Name it, choose item, money, both, or a ticket order, add up to 10 items or ticket types, and point it at a class or a hand-picked group of children.

2. Tick children off as things come in

Each item has its own tick box against every child. Money collections take part payments, and the running balance updates as you capture.

3. Remind whoever is still outstanding

Every child who still owes something has a Remind button. One click sends their parents an in-app reminder listing exactly what is missing for that child.

4. Close it, or duplicate it next term

Close the collection when it is done, reopen it if something arrives late, archive it for the record, or duplicate it next term with nothing to retype.

What's included

The Items and Payments Tracker is included on Professional, Professional Plus and Complete.

Feature
Standard
Professional+
Items & Payments TrackerPROFESSIONAL+
Office tick lists per class: items, money or both
Ticket orders: parents order concert tickets in the app, one order per family
Multiple items per collection, each with its own tick box per child
Part payments with running balances, overpayment guard & audited voids
One-click in-app parent reminders for what is still outstanding
Printable blank, status & outstanding-only tick sheets, plus Excel export
Duplicate a collection next term with nothing to retype

Included on Professional at R499/mo, Professional Plus at R598/mo and Complete at R799/mo. Compare every plan →

Built for the person at the front desk

If your office keeps a printed class list with pen marks on it, this is the module that replaces it.

Schools that collect start-of-term supplies

Tissues, wet wipes, toiletries, stationery. One collection per term, ticked off as the boxes arrive, with no printed list to lose.

Schools running a concert or a photo day

Parents order their concert tickets in the app, one order per family, while costume money and the signed permission slip are ticked off on a collection, with part payments handled properly.

Offices tired of chasing the same families

One click reminds a parent who is still outstanding, with their own child's list, instead of a group message that nobody reads.

Schools that want this kept away from fees

Nothing here posts to an invoice or to the ledger. It is an office tool, deliberately separate from the school fee account.

Items and Payments questions, answered

It is an office checklist for the small things a school collects that are not school fees: tissues, toiletries, costumes, concert money, photo money, signed forms. You make one collection, pick a class or a handful of children, and tick each child off as the item or the money comes in. It also takes concert ticket orders, which parents place themselves in the parent app. It replaces the paper list on the office counter and the spreadsheet nobody trusts.
Teachers do not. The tracker is an office tool and only staff with access can open it. Parents see two things only: a reminder you choose to send, which appears in the parent portal and lists exactly what is still outstanding for their child, and ticket orders, where each family orders its concert tickets in the parent portal.
Yes. Make a ticket order, add the ticket types with their prices (for example Adult R80 and Child R40), set the most each family may order, and the date orders close. Each family places one order in the parent app, sees its total, and can also answer that it will not need tickets. A sent order is final for the parent; the office can type in an order that came in on paper or WhatsApp, or change one. Parents pay the school the way they do now, the office records the payment, and the PDF or Excel list per family doubles as the door list on the night.
No. Nothing captured in the tracker posts to Fee Management, to the General Ledger or to any invoice. It is a tick list for the front desk, kept deliberately separate from the school fee ledger.
Yes. A collection can hold several items, and each item gets its own tick box against every child. So a single concert collection can track the costume, the ticket money and the signed permission slip side by side.
Yes. On a money collection you can capture part payments and the running balance updates per child. There is an overpayment guard so you cannot record more than is owed, and corrections are handled as audited voids rather than deletions, so the history stays intact.
Yes. You can print a blank sheet to fill in by hand, a current status sheet, or an outstanding-only sheet, in portrait or landscape. You can also export the whole collection to Excel.
Every child who still owes something has a Remind button next to their name. One click sends that child's parents an in-app reminder that lists exactly what is outstanding, so nobody has to type the same message twenty times.
Yes. Duplicate the collection and it comes back with the same items and settings, with nothing to retype. When a collection is finished you can close it, reopen it if something comes in late, or archive it.
It is included on Professional at R499/mo, on Professional Plus at R598/mo and on Complete at R799/mo. It is not part of Standard or the standalone Aftercare Edition.

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