Case Study
Case Study: Automating Fees to Win Back 20 Hours a Month
Fee management is where many schools lose the most time. This case study looks at how a busy international school used EdFlo to automate its entire fee cycle — and what changed as a result. It reflects the experience administrators on EdFlo consistently describe.
The challenge
Before EdFlo, the school's accounts team generated challans by hand, chased payments with individual phone calls, and reconciled registers against bank deposits at the end of every month. Fee management alone consumed roughly 20 hours a month, and defaulters were hard to track until it was too late.
The solution
The school set up its fee structure once in EdFlo, then switched on automated monthly challan generation and reminders over WhatsApp and SMS. Every payment now produces an instant digital receipt, and a live dashboard shows collection progress and defaulters in real time.
- Automated challan generation each month
- Scheduled WhatsApp and SMS reminders before and after due dates
- Instant digital receipts with full payment history
- A real-time collection and defaulter dashboard
The results
The accounts team recovered around 20 hours a month — time redirected from chasing payments to supporting the school. Follow-up became targeted instead of guesswork, on-time collection improved, and parents appreciated the transparency of instant receipts. In the administrator's words: the fee module alone justified the switch.
Key takeaways
- Manual fee management was costing roughly 20 hours a month.
- Automated challans and WhatsApp/SMS reminders removed the busywork.
- Instant receipts and a live defaulter dashboard improved collection.
- The accounts team redirected that time to higher-value work.