Skip to content
HTT Understand
Next · Step 15 of 24Raising invoices

Step 14 of 24HTT Schools

Setting up fees

Fee structures, fee items and optional items.

For
For School administrators
Video
4 min video
Article
2 min read
Updated
Updated

What a term costs, item by item. You will set up a fee structure — the list of what a term costs — which every invoice is then made from.

Step by step

1Fee structures

Open Finance from the menu, then the Fee structures tab. Each structure is one bill: a term’s fees for a class, or a one-off like an excursion.

HTT Schools: fee structures — the screen at this step
Step 1: Fee structures

2New structure

Press New structure, and give it a name families will recognise on their bill.

3How often, which class

Say how often it is charged, which class it is for — or every class — and the term it belongs to. Invoices generated from it carry that term.

HTT Schools: how often, which class — the screen at this step
Step 3: How often, which class

4Create

Press Create structure.

HTT Schools: create — the screen at this step
Step 4: Create

5Add the items

Open its items and add what it is made of. The club fee is compulsory: every family on this bill pays it.

6An optional item

A club T-shirt is optional — untick Compulsory, and only families who want it are billed for it.

HTT Schools: an optional item — the screen at this step
Step 6: An optional item

7The totals

At the top, Compulsory is what every family on this bill pays, and With every option is the most anyone can be charged.

HTT Schools: the totals — the screen at this step
Step 7: The totals

8In use or off

In use means invoices will be generated from it. Press it to switch a structure off for now — off structures are ignored until you turn them back on.

9Delete

A structure you no longer need can be deleted with the bin. Invoices already raised from it are not affected.

HTT Schools: delete — the screen at this step
Step 9: Delete

Questions people ask

Who is the “Setting up fees” training for?

School administrators. It is one step of the HTT Schools course, which is laid out in the order we recommend learning it.

Do I need to sign in to HTT Schools for this?

Sign in to HTT Schools as an administrator of your school to follow these steps.

Can I do this on a phone?

Yes. The steps are the same on a phone, and the video shows every step on a computer and then again on a phone.

How long does this training take?

The video is about 4 minutes long. Reading the article takes less.

Read as plain text