Kliovo EduResourcesFee Collection Checklist
Checklist
5 min read

The 12-step fee collection setup that gets you to +40% on-time payments.

Fee collection in Pakistani academies is a phone-call-heavy, manually-tracked, embarrassment-prone process. It doesn't have to be. This checklist walks you through the exact 12-step setup on Kliovo Edu that academies use to automate fee collection from structure to reminder to reconciliation — and get to +40% on-time payment rates.

What you'll learn

Configure 7+ fee categories correctly from day one
Set up JazzCash and Easypaisa tracking (zero-friction for parents)
Automate WhatsApp fee reminders at the right intervals
Run daily settlement with zero missed receipts
Set up concessions (merit, sibling, staff child) that apply automatically

1Phase 1: Structure setup (one-time, 20 minutes)

1.

✓ Define your fee categories: tuition, exam, transport, lab, library, security deposit, custom

2.

✓ Set fee amounts per class per academic year

3.

✓ Add your bank accounts (up to 5 per campus — different banks, different cities)

4.

✓ Configure concession rules: merit threshold, sibling discount %, staff child policy

5.

✓ Enable or disable late fee system (grace period + flat or % amount)

6.

✓ Upload your barcode scanner driver if using counter collection

2Phase 2: Monthly fee generation

1.

✓ On the 1st of each month, click 'Generate Monthly Fees' — all vouchers created instantly

2.

✓ Review the generation report: check for anomalies (zero-fee students, missing records)

3.

✓ Confirm JazzCash + Easypaisa tracking is active for the month

4.

✓ Activate WhatsApp reminders — Day 1, Day 7, Day 3 before due, Day of due, Day 3 after due

5.

✓ Print thermal receipt rolls for counter collection

3Phase 3: Collection and reconciliation

1.

✓ Counter operator scans barcode → receipt auto-generated → daily tally updated

2.

✓ JazzCash/Easypaisa payments tracked automatically as they come in

3.

✓ Run daily settlement at close of business — accountant sees exact total, zero discrepancies

4.

✓ Export collection report for the principal — one click

5.

✓ Send receipt PDF to parents who paid via WhatsApp — automated

4Common mistakes and how to avoid them

1.

Mistake: Setting late fees too aggressively in month 1. Fix: Keep them off for the first term, enable once parents trust the system.

2.

Mistake: Not configuring sibling discounts before first fee generation. Fix: Set concession rules before clicking Generate.

3.

Mistake: Not telling parents about JazzCash payment option. Fix: Include JazzCash account in the first fee reminder WhatsApp.

4.

Mistake: Running settlement weekly instead of daily. Fix: Daily settlement catches errors before they compound.

Ready to implement?

Set up fee collection on Kliovo Edu

Everything in this guide is built into Kliovo Edu. Start your free trial and be live within the same session.