Help · Recording payments & student fee collection

Recording payments & student fee collection

How bursars record desk payments in FundoPortal, define fee structures, track balances, and how students pay online with EcoCash or cards.

FundoPortal separates fee structures (what is billed) from payments (what was received). Balances on Tuition & Fees and student Finance pages use confirmed Paid payments only.

Setup (admin / bursar)

  1. Organization → set current term.
  2. Bursary & Grants → Fee Structures: define charges for the term (tuition, levies, boarding, etc.).
  3. Assign students to the term and ensure total billed reflects on student profiles.
  4. Optional: Bursary & Grants → Bursaries for scholarships/discounts per student.

Recording a desk payment (cash, bank, swipe)

  1. Open Bursary & Grants → Payments tab (requires finance.bursary permission or administrator).
  2. Click record/add payment — select student, amount, payment category, fee structure line if allocating, and method (cash, bank, etc.).
  3. Set status to Paid when money is confirmed received (not pending).
  4. Save — student total paid and balance update; receipt preview/print if configured.
  5. Tuition & Fees overview reflects collection progress for the selected term.

How students pay online

  1. Connect gateways — see /help/payment-integrations for Paynow (EcoCash/OneMoney/cards), Stripe, or PayPal.
  2. Student signs in → Finance: sees balance, fee breakdown, and Pay when a gateway is active.
  3. Student chooses full balance or a specific fee line, completes Paynow/Stripe/PayPal flow.
  4. On success, payment status becomes Paid and balance drops; pending attempts do not count until confirmed.
  5. Parents with linked children can view/pay from the parent portal when enabled for your school.

Tips

  • Finance Reports charts use Paid payments and term-tagged expenses.
  • WhatsApp payment-received templates fire when bursar records Paid payments if WhatsApp is configured.