Enrol a new student mid-term

import { Steps, Aside } from ‘@astrojs/starlight/components’;

For Directors (registration) and bursars (first payments). New students join mid-term often. Two rules keep the books right:

1. A joiner is only billed from when they joined — no arrears from old terms.
2. One-off charges (uniform, annual development fee) are recorded as payments, not as term fee items — a fee item would bill everyone in scope.

Part A — Register the student (Director)

1. Open Students and choose Add Student.
2. Fill in name, class (required — billing comes from the class’s fee items), and parent phone. Typing the full number links an existing parent automatically.
3. Save, then open the student → Portal → issue the access slip (portal ID + PIN).

Part B — Take the first payments (bursar)

1. Open Finance → Fees, search the student, and confirm the header shows the current term.
2. Uniform (one-off): enter the amount, pick the method, set Fee type → Uniform, save, print the receipt.
3. Development fee (annual): record another payment, set Fee type → Other, note “Development fee (annual)”, save.

Both payments reduce the balance at once, appear as credits on the parent’s portal statement, and land on Reports → Financial Summary under their fee types.

Never add "Development fee" as a fee item to a term that includes continuing students — those who already paid in Term 1 would be billed again.

See also

• Record a fee payment
• Understand balances
• Key concepts