School-IMS for Registrars: Admissions, Billing & Front Office

Every pupil in School-IMS starts on one screen. This module covers that screen field by field, the record it creates, and the search, bulk and walk-in tools built around it.

• Registering a new pupil, start to finish Preview · 22 min
• The pupil record and its lifecycle · 20 min
• Search, bulk operations and class lists · 18 min
• Walk-in students · 14 min

The Admissions screen manages a structured application pipeline, distinct from both simple registration and intending pupils — from a first enquiry through to an enrolled pupil.

• The Admissions list and the application lifecycle Preview · 18 min
• The nine-stage pipeline in depth · 22 min
• Worked scenario — running an intake from enquiry to enrolled pupil · 16 min

Moving a class or a pupil through the school's structure without breaking their history — plus the ID cards, cumulative records and alumni tracking that document the journey.

• Promoting a class and transferring a pupil Preview · 20 min
• Withdrawals, graduation and transfer certificates · 18 min
• ID cards, certificates, cumulative records and alumni · 22 min

Writing a bill for one pupil or a whole class at once, the billing sub-group's many views, how discounts are actually applied (there is no dedicated discount screen), and the fee-structure screens behind it all.

• Writing a bill — single pupil and bulk-by-class Preview · 24 min
• The billing sub-group's views, editing and reversing a bill · 18 min
• Discounts and scholarships — how they're actually applied · 18 min
• Fee structure management · 20 min

Recording a payment correctly, the FIFO rule that decides which bill it clears, chasing debtors the right way, and the exception tool — journals — that keeps a pupil's ledger honest. This module resolves the course's running worked example.

• Writing a receipt and the FIFO allocation rule Preview · 20 min
• Daily collection, reconciliation and reversing a receipt · 18 min
• Online payment gateways · 18 min
• Debtors and ageing · 20 min
• Journals and the pupil ledger — the worked example, resolved · 24 min

The three ways School-IMS records daily attendance, viewing and reconciling what gets recorded, and the notifications and reports that flow from it.

• Taking attendance — manual, QR/barcode and offline Preview · 20 min
• Viewing, analysing and reconciling attendance · 18 min
• Absence notifications and the reports · 16 min

Fee estimates before enrolment, the guardian records and communication preferences behind every message, and running SMS/email campaigns without spamming or burning through credit.

• Quotations — fee estimates before enrolment Preview · 18 min
• Guardian notifications and guardian records · 20 min
• Bulk mail and SMS campaigns · 18 min

Configuring the parent/pupil portal, signing in, and a complete, real walkthrough of what a parent actually sees and can do — including the resolution of this course's worked example.

• Setting up the portal — configuration, announcements and credentials Preview · 22 min
• Signing in and the parent dashboard · 16 min
• What a parent can actually do — the worked example, in full · 26 min

The two parallel behaviour tracks (routine points vs. formal discipline), the pupil health profile against the daily clinic log, and the operational rhythm of running a boarding house and a bus fleet.

• Behaviour and discipline — two parallel tracks Preview · 22 min
• Health records · 16 min
• Hostel and transport · 22 min

The full billing sub-group reporting toolkit, school-wide analytics beyond just finance, and configuring every printout the front office produces — including document authenticity.

• The billing views and reporting toolkit Preview · 20 min
• Printout and authenticity settings · 16 min