Debtors overview
Missed arrangement MISSMissed payment PARTPartial payment ✓Paid exemptFee exemption
All recorded payments

Import existing age analysis (CSV)

Upload your existing age analysis CSV. Required columns: Student Name, Grade, Plan, Annual Fee, Balance Forward, Jan, Feb, Mar, Apr, May, Jun, Jul, Aug, Sep, Oct, Nov, Dec, Exemption, Notes

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Click to select age analysis CSV

Daily receipts CSV upload

Columns: Date, Student Name, Amount, Reference, Payment Method, Month Allocated, Description

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Click to select receipts CSV

Export for Sage / QuickBooks

12-month age analysis
Full Jan–Dec grid with balance forward and exemptions
Debtor list
All students with outstanding balances, sorted by amount
Fee exemption report
All exemptions granted with value and notes
Missed arrangements
Students with active arrangements who have missed payments
Payment reminder letters
Printable letters for all students with outstanding balances
Overdue debtors (30/60/90)
All overdue students grouped by 30, 60 and 90+ day buckets
Collection summary
Month-by-month collection rate vs billed