Fee collection is the process on which every other part of a school depends, and it is
almost always the process running furthest from the rest of the school’s information.
Fees live in a separate ledger, or a separate spreadsheet, or a separate package that
does not know what a stream is.
Msomi puts the fee book on the same learner record as everything else.
Structures
A fee structure describes what a learner is charged and why: tuition, boarding, transport,
lunch, activity fees and one-off items as separate lines. Structures are applied by level
or stream, with individual overrides where a learner’s circumstances differ. Scholarships,
bursaries and sibling discounts are recorded as adjustments against the invoice rather than
as quietly edited totals, so the reason for a reduced balance is still legible a year later.
Invoicing and collection
Invoices are raised termly — the cycle Kenyan schools actually budget in — for a stream,
a class or the whole school at once. Receipts are recorded against invoices with the
channel captured: M-Pesa with its transaction code, bank transfer with its reference,
cheque, card or cash.
Because balances are derived rather than maintained, the arrears list is always current.
The bursar, the principal and the automatic reminder sent to a guardian are all reading
the same number.
Reporting
Collection rates by class and stream, ageing arrears, the value of outstanding fees
against the term’s budget, and a full export for the school’s accountant. What the board
asks for at the end of term is a page rather than a project.