Fee overrides: exemptions and special amounts

Change what one student is charged for one fee: exempt them, give a different amount, or set the dates they owe from and until.

Checked on the ShuleOS demo school Who: Bursar, school admin 5 min read

Fee Amounts sets one price for a whole class. A fee override changes the price for one student. Use it for a student who:

Add an override

Open Fee Setup → Fee Overrides. The list shows each override with the student, year, fee type, installment, whether they are exempt, the amount and the dates.
Click New Fee override.

Field	What to enter
Student	Search by name or admission number.
Academic year	The year it applies to.
Fee type	The fee that changes.
Installment	One installment, or all of them.
Exempt (owes nothing)	Switch on if the student pays nothing for this fee.
Amount instead of the usual fee	The exact amount this student is charged. Leave empty to use the amount from Fee Amounts.
Owes this fee from	Optional. For a student who joined part way through.
Owes this fee until	Optional. For a student who is leaving.

You can also open a student in Fees → Collect Fees and click Edit fee overrides. Import fee overrides loads many from a file.

An override with an amount always wins, including over a discount. It means "this exact amount for this student".
The joining and leaving dates work by whole installments. A student who joined in Term 2 is not billed for Term 1, following the school's rule for late joiners (see Fee settings).
Overrides count when invoices are generated. If the invoice already exists, void it and generate it again (see Generate invoices).
In Generate Invoices you are told how many students had "nothing to charge (exempt or not liable)".

What you see	What it means
The student is still billed the old amount	The invoice was made before the override. Void and regenerate it.
A joiner was left for manual invoicing	Your rule for late joiners is "Charge nothing until an administrator decides". Add an override or change the rule.