With Illumine’s flexible billing module, you can automate tuition fees, apply discounts, manage taxes, track payments, and send reminders — all in just a few easy steps.
⚙️ Set Up Essential Components Before Billing
Before creating invoices (manual or recurring), make sure the following items are configured correctly:
1. Fee Components
Define the line items that appear in your invoices (e.g., Tuition Fee, Activity Charges).
Go to: Fee Plan → Fee Components
Provide a Fee Component name, Category, Unit Price and Item Code
Add a description to reference later
2. Discounts
Create and assign discounts (sibling discount, early payment offers, etc.).
Go to: Fee Plan → Discounts
Create different Discount types by adding discount amount, item code
Choose to create Standard or Conditional discount. Conditional discount can be applied to either limited invoices or up to a specific date make it easier to control discounts being applied across all invoices.
3. Tax Rates
Add applicable tax slabs (GST, VAT, etc.) for compliance and clarity.
Go to: Fee Plan → Tax Components
Configure Tax rates by adding name, percent tax and item code.
🧾 Choose How You Want to Bill: Manual or Recurring
🅰️ Manual Invoicing
Ideal for:
Occasional or one-time charges (e.g., field trips, registration fees)
You’ll manually create an invoice whenever needed.
Go to: Billing and Accounting → Invoices → Create Invoice
Create an invoice by selecting students ( multiple students if you'd like to create multiple invoices)
Add invoice generation date, due date and billing period
Configure Fee Components by either selecting from list of already created Fee Components or creating a new one.
Add Quantity for each Fee Component
Add discounts, tax rates as applicable
Generate invoice by clicking Submit
Invoices get shared with parents upon invoice date.
🅱️ Recurring Tuition Plans
Ideal for:
Monthly, quarterly, or term-wise tuition billing
Set it up once, and invoices are auto-generated based on the frequency you define.
Go to: Fee → Fee Plans → Create Fee Plan
Provide a Fee Plan name
Set the billing frequency (e.g., Monthly, Term-wise)
Add fee components (tuition, meals, transport, etc.) for each term
Assign & Manage Student Billing Profiles
Once your templates and settings are ready:
Go to: Billing and Accounting → Student Balances
Here, you can:
Assign fee plans to students
View and manage student balances (credit, deposit)
Add custom charges or record advance payments
📌 Click on a student's name to view their complete billing history.
Click on any of the student names to enter into their billing profile (see snap) - that mentions everything from their credit, deposit, invoices generated, and billing history.
Manage Invoices
Go to 'Billing and Accounting -> Invoices' to view all invoices raised with due dates, and billed amount. Choose to record payments, send reminders, and more!
Invoice Components & Email Settings
There are several control levers available for you to customize your invoices in this section.
Go to Settings -> Billing to view or manage billing related settings
You have the option to add currency code, configure late fees, prefix for invoices as well as configure online payment gateway.
📅 Need help setting up your billing workflow?
👉 Schedule a Free Onboarding Session and let our team walk you through setup best practices.