A school’s collection total and its outstanding list answer different questions. The total helps the owner plan, while the class-level list helps the office follow up. SkoolPro provides fee views for paid, pending and overdue records and supports report exports.
Before you begin
Choose a consistent reporting month and make sure recent receipts have been reviewed. Agree which staff may export fee information and how those exports will be stored.
How the workflow works
1. Choose the period
Set the reporting month and relevant class or school scope.
2. Compare fee statuses
Review the paid, pending and overdue groups, including items awaiting proof review.
3. Review follow-up cases
Open individual records to check the amount and latest status before contacting parents.
4. Export the report
Use the available report export for office reconciliation or leadership review.
A practical school example
At month-end the office filters Class 6 unpaid vouchers, checks for proofs still awaiting verification and prepares the remaining follow-up list. The principal reviews the broader collection summary for the same period.
What to check before relying on the result
Do not treat pending verification as refusal to pay. A report is a snapshot of recorded status and should be reconciled before collections decisions or messages to families.
Try the workflow with your school team
Use the animated example on this page to walk through collection & defaulter reports with the staff or family members who will use it. The illustration uses sample data; it does not log into a school or change any records. When reviewing the real workflow, check the intended school, person and date before saving or sharing information.
Feature access follows your school plan and assigned role. Contact our support team about your plan, browse the school feature catalog, or book a guided demo to review the workflow with the SkoolPro team.