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Set Up Fee and Charge Interval

The fee and charge interval defines the academic billing cycle and the individual periods within it. It links students, fee schedule templates, and the fee generation batch — any student whose academic enrolment record does not contain a matching interval will be excluded from billing runs.

  1. Create the interval

    From the FNO dashboard, open Modules ▸ Academic management, expand Setup, and click Fee and Charge Interval. Click New in the toolbar (③) and complete the following:

    • Fee generation interval ID (④) — enter a code (e.g., 2025-2026).
    • Description (⑤) — enter a description.
    • Start date and End date (⑥) — enter the start and end of the school's academic year.
    • Period option (⑦) — select Month or Week based on the school's pricing method.
    • Number of intervals (⑧) — enter the number of invoices to be generated in the year (e.g., 3 for termly, 10 for monthly).

    Click Generate in the toolbar (⑨) to create the periods.

    Set Up Fee and Charge Interval — the new interval form with ID, start/end dates, period option, and number of intervals

  2. Complete each period

    For each period generated (⑩):

    • Period description — enter a description.
    • Start date and End date — enter the period dates.
    • Due date — enter when payment is expected.
    • Revenue recognition date — enter if deferral is required.

    Click Update unit quantity so the system calculates the number of months or weeks within the period.

  3. Generate weeks and months

    Click Weeks (⑪) in the Periods toolbar and then Generate to populate the week dates for each period. This is required only for pro-rata joining and leaving policies. Then click Months (⑫) and Generate to populate the month dates.

    Set Up Fee and Charge Interval — the generated periods list with Period description, dates, and Due date columns

  4. Save

    Validate all entered data for accuracy, then click Save (⑬).