Collection by Fee Type Report for Teachers | openSIS Billing Reports

Collection by Fee Type Report (Teacher Portal)

Overview

The Collection by Fee Type Report provides a summary of student fee payments based on selected fee categories.

It helps teachers:

  • Track payment status of students
  • Identify unpaid or partially paid fees
  • Monitor collections by fee category

How to Access

Go to:
Reports → Billing & Fees → Collection by Fee Type

Filters & Settings

Select Date

  • Defines the reporting period
  • Options:
    • This School Year
    • Custom Date Range

Fee Type

  • Select the fee category to view

Info
Fee types are configured by the administrator and may vary by institution

Examples may include:

  • Tuition Fee
  • Transport Fee
  • Activity Fee

(Examples only — depends on school setup)

Payment Status

Filter records based on payment status:

  • All
  • Paid
  • Unpaid
  • Partially Paid

Include Inactive Students

  • Toggle to include inactive students
  • Generate report based on selected filters

Report View

Columns Explained

Name / Student ID / Grade Level

  • Student details

Contact Details

  • Home Phone / Mobile / Email (if available)

Assigned Fee

  • Total fee assigned under selected fee type

Balance

  • Remaining unpaid amount

Payment Status

Indicates current payment state:

  • Paid → Fully paid
  • Unpaid → No payment made
  • Partially Paid → Partial payment completed

Export Option

  • Export report to Excel

Important Notes

  • Fee types are defined by the administrator
  • Data depends on:
    • Fee assignment
    • Payment records
  • Report reflects current payment status only

Limitations

  • Cannot update payment from report
  • No transaction-level breakdown
  • Only summary view

Best Practices

  • Use filters to identify unpaid students quickly
  • Focus on specific fee types for clarity
  • Export data for financial tracking

Common Confusions

SituationExplanation
Fee type missingNot configured by admin
No recordsNo fees assigned or paid
Incorrect statusPayment not recorded
Partial confusionPayment exists but not complete

What This Feature Solves

  • Simplifies fee tracking
  • Identifies pending payments
  • Supports financial follow-ups

Summary

The Collection by Fee Type Report provides a clear overview of student fee payments categorized by fee type, helping teachers monitor payment status and outstanding balances efficiently.

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