Admissions › Create Fee Plans lists students who have no fee plan yet, with the fee plan list each was given at admission. Pressing Create on a row opens the form (in a new tab) for that one student. There is no bulk form here — one student, one plan.
📺 Watch: HOW CREATE STUDENT FEE PLAN — https://youtu.be/125XCa2eaWQ
The fields
- With Effect From — the month fees start. Required; Create stays disabled until it is set. Challans are billed from this month, so a child with a March WEF who is first billed in July gets March–July
- Percentage Increment and Fee Plan Year — optional; used only by schools that run the yearly fee increment feature, which raises tuition by this percentage of the year's set amount. Leaving them empty changes nothing on the challan
- Discount Type / Reason for Discount — from Core › Discount Types (Sibling, Merit…). If you pick Teacher's Son/Daughter, an Employee box appears and must be filled or the plan is refused
- Notes — free text
The particulars table
One row per fee head with an amount on the student's fee plan list (fines are not listed). Actual Fee is the standard amount from Core › Particulars Amount and Repeating Months. Type a Discount for this child and Fee After Discount is what their challan will carry. First Time Arrears is a one-off amount owed from before EDUBase; when the child is first billed it comes out as its own arrears challan for the month before With Effect From, and never repeats.
Old dues that are still pending
- Before the student's first challan — type the amount in First Time Arrears on the fee plan. It comes out once, as its own arrears challan, and stays pending until paid.
- Plan and challans already made — the pending amount must stay on a challan as unpaid. If a challan was marked paid in full by mistake, remove that payment on Admissions › Paid Challans (see "Can a paid fee challan be edited") and receive only what was actually paid, so the rest stays pending.
Steps
- Admissions › Create Fee Plans → Create on the student's row
- Set With Effect From
- Adjust Discount / First Time Arrears per row if needed; the totals update
- Press Create — you are returned to the list and the student disappears from it
- Generate the challan on Admissions › Generate Challan; nothing is owed until then
Why the form is refused
- "The amount is greater than the actual amount" — a row ended above the standard amount; you can only reduce, never raise, from here
- "The amount is less than the minimum amount" — the plan list has a minimum for that head and your discount went below it; only a user with the give more discount than decided in fee plan privilege may
- The student already has a plan — one plan per student; change it on View/Edit Fee Plans instead
- "Actual fee not found" — no amount is set for that head on this campus and plan list (Core › Particulars Amount and Repeating Months)