PASS Finance: Fees Management (Billing)

Streamline the billing and cash collection processes

Book a demo

Fees Management (Billing) module

Send accurate and professional looking bills to parents. This module makes it simple to streamline the billing and cash collection processes.

Summary

The Billing module illustrates why PASS Finance has emerged as the accounting system of choice for independent and international schools. It reflects decades of dealing with the many ways in which schools bill items to parents and/or other payers. The result is a high level of flexibility, so the software operates just the way you want it to.

Key Features

  • Integrates with the Nominal Ledger module, but can operate as a stand-alone module if required, or link to a 3rd party nominal solution
  • Maintains full billing records for all parents/payers, plus each pupil
  • Address: up to three addresses plus contact details, telephone numbers, email address
  • Maintained for prospective, current & past pupils
  • School information: form, house, transport, meals, joining/leaving date
  • Comprehensive charging options, providing for termly, single, monthly (including quantity for nursery needs) or direct debit payments, as required
  • Readily caters for discounts and charging of ‘extras’ to feed straight into invoices
  • Fee adjustments (scholarships) being either percentage or value based
  • Detailed payment records and debtor reports
  • Allows for complex bill payment relationships
  • Quick inquiry to transaction level throughout
  • Account and payment details: category, bank details, linked pupils including bill splits amongst multiple payers
  • Direct debit function is integral to the system rather than sitting outside an accounting package
  • Integrates with the WCBS Administration module if installed
  • Address: up to three addresses plus contact details, telephone numbers, email address
  • Relationships: links with contacts/billing accounts, siblings
  • Billing details: payee(s), fees with unlimited adjustments, recurring charges, net fee and bill total displayed
  • Previous bills and current terms information with transaction detail
  • Multiple deposits with refund facility
  • Simple routines for posting fees, extras and recurring charges
  • Create bills & view/print before final production and updating
  • Easy batch cash posting facility for payments.
Further information

PASS Finance

Our Customers

{} Clare Butcher, Accounts Manager, Abingdon School

Clare Butcher, Accounts Manager, Abingdon School

“We moved to PASS in 2006, following just one year using a system that turned...

Read case study

3Sys workshops

WCBS provides flexible, convenient, high quality training to suit your specific needs.

Choosing an MIS

Read our guide to choosing an MIS that delivers the features you require.