Fee & Subsidy Billing & Reconciliation

Accurate fee statements and subsidy reconciliation every fortnight, without the manual spreadsheet gymnastics.

10 hrs
Time saved/month
5
Companies have mapped
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About This Automation

Fee and subsidy billing at early education centres requires matching attendance records to government subsidy rates before invoicing each family. Doing this by hand invites calculation errors, delayed invoices, and time lost chasing mismatched payments.

An automated version pulls attendance data, recalculates subsidy entitlements, and issues net-fee invoices without manual entry. It also matches incoming payments and follows up on overdue balances, keeping records accurate and current.

Key features
Pulls attendance and enrollment data automatically for each billing cycle
Recalculates subsidy entitlements against current government rates
Drafts and sends net-fee invoices to families without manual entry
Matches incoming subsidy and family payments against open invoices
Flags payment mismatches and overdue balances for review
Updates arrears tracking and alerts staff to long-overdue accounts

How The Automation Works

The full workflow, from trigger to completion.

1. Billing Cycle Startstrigger

Attendance and enrollment data finalize, starting the billing run automatically.

2. Subsidy Calculation & Invoice Runs

The automation recalculates each family's subsidy entitlement against current rates and drafts the net-fee invoice.

3. Generate Invoices

Draft invoices are created and staged for the billing period.

4. Verify Subsidy Approval

When a subsidy mismatch is flagged, a finance administrator confirms the correct approval status on the government portal.

5. Payment Reconciliation Runs

The automation compares expected subsidy and family payments against what has actually landed.

6. Match Payments

Confirmed payments are matched to open invoices directly inside.

7. Arrears Follow-Up Runs

Overdue balances are identified and a tiered reminder is drafted for each family.

8. Send Reminder Emails

Reminder emails go out automatically and the arrears tracker updates with the latest status.

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1

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3

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4

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Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

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Estimated Time Saving
10hrs/month
Process pain:8.2/10
Mapped by:5 Companies

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