Collections and clearance

School fee collection system that chases arrears for you

Collection happens in bursts, a fortnight before exams. Set a target, run a campaign, and let rules and clearance cards do the chasing.

Enaton runs school fee collection for you. Set a collection target, run a campaign against it, and let your rules and clearance cards do the chasing. Parents see the exact amount to pay, pledges and plans are accepted, and every payment re-checks everything on its own.

What it does

Enaton runs school fee collection for you. Set a collection target, run a campaign against it, and let your rules and clearance cards do the chasing. Parents see the exact amount to pay, pledges and plans are accepted, and every payment re-checks everything on its own.

Collection targets

  • Set a target for the whole school, or by class and stream, or by fee category such as tuition, transport and meals, each tracked against its own goal
  • Break a term target into weekly milestones, for example 30% by week 2 and 85% by the end of term, and be told when one is missed
  • Give each target an owner, such as the deputy principal or a class teacher, with escalation to the director when the owner falls behind
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  • See actual against target live, so nobody finds out at the end of term

Collection campaigns

A campaign is a focused push for a defined group before a deadline, for example everyone in Grade 6 more than half a term behind. It carries a target and its own notifications, and it sends inside your send window.

  • The launch message and the reminders quote what each family owes at the moment they send
  • A family that pays while the campaign runs drops out of it, and a family that meets the target gets a thank you
  • Enaton warns you when two campaigns would reach the same families at the same time, so nobody is told two different things
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  • When it finishes you can see what came in against it, rather than guessing whether it worked

Clearance cards

A clearance card gates one service, and the parent sees exactly what to pay to bring it back. The cards are the exam card, the report card, the transport card, the meals card, the library card and the admission card, and you can add your own, such as a swimming pool or a school trip.

  • Active, warning (a grace period is running), disabled, overridden with a reason on record, or exempt for a bursary or a special arrangement
  • A disabled card shows the parent the exact amount that brings it back
  • When a parent pays enough, the card returns on its own and the confirmation goes out
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  • An override is a person’s decision, recorded with their name and the reason, so a dispute is answered with facts

The rules engine

  • Rules on a percentage of fees paid, on an amount owing, on time since the last payment, on a combination of these, on one fee category, or on debt carried across terms
  • A grace period per rule, so the exam card might allow three days and the library card two weeks
  • Schedule a rule for the weeks that matter, such as the fortnight before exams, with different rules for different terms
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  • Start from a template such as day school or boarding school, then change the thresholds to suit you

Pledges and payment plans

  • A parent can ask for a pledge or an instalment plan from the parent portal, and you approve it
  • While a plan is on track the family is not chased and their cards stay active, even when the balance is high
  • Overdue alerts when a pledge date passes, and a view of pledged against actually paid
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  • Renegotiate mid term, with every change on record

Reminders that respect the family

  • Every message carries the real balance as it stands when it sends, not a figure from a list drawn up days ago
  • Quiet hours, so nobody gets a fee message at ten at night
  • A family that owes nothing can never receive a demand, even by accident. That is built into how reminders work rather than a setting somebody has to remember
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  • Reminders go by SMS, the parent portal and email, and name the learner and the exact amount

What the school sees

  • Collection against target for the term, by class, by stream and by votehead
  • Which families are drifting, early enough to talk to them rather than react
  • How much of the outstanding balance is this term against carried forward, which are two different conversations
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  • Which clearance cards and campaigns brought money in, and a record of every decision

See it

A target, class by classTarget against collected for each class, with the weekly milestone marked and the class that is behind in view.
A learner’s clearance cardsEach card shows its state and the exact amount to pay. When a payment arrives the cards are checked again.
Moving to Enaton

Leave the spreadsheets behind

Our own team moves your learners, balances and results across, with your records open on the table.

See how the move works

What changes on Enaton

Before

  • Collection happens in bursts, usually a fortnight before exams, done by a member of staff who has stopped doing their real work
  • The list is pulled on Monday and the messages go out on Thursday, so parents who have already paid are chased anyway
  • A clearance list printed yesterday turns a learner away whose parent paid this morning
  • A parent who agreed to pay on the 30th is chased every week in the meantime, because nothing records the agreement
  • A push before a deadline either worked or it did not, and nobody can say which

On Enaton

  • A target and your rules score every learner continuously, so the picture is current rather than assembled the night before a meeting
  • Every message works out the balance at the moment it sends, inside your send window and never during quiet hours
  • Clearance cards are checked when a payment arrives, and they come back on their own when a family pays enough
  • The parent asks for a plan from the portal, you approve it, and they are not chased while it is on track
  • A campaign runs against a defined group, drops anyone who pays while it is running, and shows you what came in against it

Who it helps

How it works

  1. Set a collection target and your rules for who counts as behind

  2. Run a campaign: reminders quote the balance at that moment

  3. Clearance cards and pledges keep the family informed, not chased

  4. When a parent pays enough, the cards return on their own

Read the full story

Chasing fees is a full time job nobody has

Every school knows what it is owed. Very few have anyone whose actual job is to go and get it. So collection happens in bursts, usually a fortnight before exams, usually by a member of staff who stops doing their real work to send messages one at a time.

And the messages are wrong. A list is pulled on Monday, the messages go out on Thursday, and by then some of those parents have paid. Being chased for money you already sent is the single fastest way to make a family feel the school does not know what it is doing, and it is completely avoidable.

Then there is the blunt instrument at the end of it: sending learners home. It works, it collects money, and it costs the school something in goodwill every single time.

How Enaton handles it

You set the goal and the rules once. A collection target says how much should be in, by when, and from whom. Rules say who counts as behind, by how much, and what happens then. Enaton applies them to every learner continuously, so the picture is current rather than assembled the night before a meeting.

Clearance cards carry the consequence in a way parents understand: the exam card, the report card, the transport card and more. A parent sees which card is affected and the exact amount that brings it back. When they pay, the cards are checked again on their own.

Reminders work out the balance at the moment they send. A parent who paid an hour ago is not in that batch. Over a term this is the difference between a school that looks organised and one that looks careless.

Questions we get about this

What is the fee compliance and clearance engine?

It is how Enaton collects fees for you. You set collection targets and rules, run campaigns, and clearance cards for the exam, report card, transport, meals, library and admission respond to what each family has paid. Parents see the exact amount to pay, and every payment re-checks the cards on its own.

Will a parent who has paid still get a reminder?

No. Every message works out the balance at the moment it sends, so a parent who paid an hour earlier is not in that batch. This is the most common complaint about fee reminders and it is the first thing we fixed.

Can a parent with a zero balance ever be sent a demand?

No. It is not possible to send a family who owes nothing a message asking for money. That is a floor in how reminders work rather than a checkbox somebody has to remember to tick.

6 more questions
What is a clearance card?

A clearance card gates one school service, such as sitting exams, getting the report card, boarding the bus, lunch, the library or next term’s admission. It is active, in a warning period, disabled, overridden with a reason on record, or exempt. A disabled card shows the parent the exact amount that brings it back.

Can we stop a learner sitting exams over fees?

The school decides its own rules, such as the exam card needing 60% of the term’s fees paid, and Enaton applies them consistently. A grace period gives the parent warning first, and the card is checked again when a payment arrives, so a learner whose parent paid that morning is not turned away on the strength of an old list.

Can we set a collection target for the term?

Yes. Set a target for the whole school, a class or stream, or a fee category, break it into weekly milestones, and give it an owner. You see actual against target live, and the director is told when an owner falls behind.

What about a parent who needs a payment plan?

A parent can ask for a pledge or an instalment plan from the parent portal, and you approve it. While the plan is on track they are not chased and their cards stay active, and you can see which pledges are being kept and which are not.

Can we send reminders in the evening or on weekends?

You set the send window and the quiet hours. Most schools settle on weekday working hours, which gets a better response anyway.

How do we know a campaign actually worked?

You can see what was collected against it rather than guessing. That also tells you which message and which timing works for your parents, so the next one does better.

Learners sitting an exam in a school hall

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