Fees, payers and receipts

1. 1Go to Manage, then Fees, and open an intake. Set its fee and, if people pay in parts, add instalments with due dates.
2. 2Everyone in the intake gets a fee account. Open a learner to give a discount or scholarship, add a note, or choose who pays.
3. 3When money arrives by M-Pesa, bank or cash, open the learner and record it with the reference. A numbered receipt is ready at once and the learner sees it.
4. 4Recorded something by mistake? Void it with a reason. The receipt is marked VOID.
5. 5Add companies, SACCOs and funders under Payers. Record one payment from them and it's split across their learners, oldest first. Make an invoice for everything they owe.
6. 6Add the payer's contacts by email. They sign in to see their learners' lessons, attendance, balances and invoices.
7. 7To hold a module until learners have paid, open the course and pick when each module opens (for example after paying 50%). Staff always see everything.

Tip: Ubunya never handles money. Learners and sponsors pay you directly; you record it here.