What Is a Good Way to Track Tuition Payments and Late Fees?
A good way to track tuition payments and late fees is to register each tuition installment with its due date and status, calculate late fees with a formula according to your policy and follow overdue installments through a collection board.
In Jestor, receivables are organized on a Kanban, while the ERP handles billing documents and bank reconciliation.
Why is tuition collection hard to control?
Schools issue many installments each month, with discounts, scholarships and different due dates. Payments arrive through several methods.
Without a clear board, overdue tuition is noticed late, and families receive inconsistent messages about what they owe.
What problems does tuition tracking solve?
- Overdue installments discovered late
- Manual late fee calculations with errors
- Inconsistent collection messages
- No view of total overdue by course
- Payment history scattered across files
How do I track tuition in Jestor?
- Create an installments table linked to students, with amount, due date and status.
- Calculate late fees with a formula field based on days overdue and your policy.
- Organize a collection board with phases: Open, Overdue, Contacted, Negotiated, Paid.
- Send reminders through WhatsApp using approved templates.
- Send receivables to Omie or Conta Azul through native integration; the ERP handles reconciliation.
| Status | Meaning | Action |
|---|---|---|
| Open | Not yet due | Monitor |
| Overdue | Due date passed | Send reminder |
| Negotiated | New terms agreed | Record agreement |
| Paid | Payment confirmed in the ERP | Close |
Why use Jestor for tuition receivables?
- Collection board: the Delinquency Control solution in the Jestor templates organizes receivables by status and days overdue.
- Formulas: late fees calculated the same way every time.
- WhatsApp reminders: messages and replies recorded on the card.
- Native ERP integration: Omie and Conta Azul connect without intermediaries.
Clear records also help conversations with families. When every reminder, agreement and payment is on the card, any staff member can answer questions with the same information and the same tone.
This structure lets you track tuition payments and late fees with less manual work.
Frequently Asked Questions
Does Jestor issue invoices or bank slips?
No. Those are issued by your ERP or payment system; Jestor manages the follow-up.
Which ERPs connect natively?
Omie and Conta Azul; other systems connect via open API. See jestor.com.
Can I prioritize the oldest overdue installments?
Yes. Sort the board by days overdue to focus on the oldest first.
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