Home
Finance & Invoicing
Finance setup
Enable deposit management

Getting started

Navigate through Edulabs
Customise fields on registration form and student profile
Data importing
Add a new teacher
Add a new class
Add student to a class and generate 1st invoice
Add a teacher into a class
Understanding levels, subjects, classes and lessons
Onboarding & data importing

Student Registration

Registration Forms
Advanced Forms (Add-on)

Student Management

Leads & Enquiries
- Convert a lead to a student
- How to add a new lead
Regular Students
Trial Students
Holiday Students
Student Profile

Academic & Classes

Levels & Subjects
- Understanding levels, subjects, classes and lessons
- Add levels & subjects
Terms
- Bulk adding terms to classes
- Add / update months or terms
Excluded days
- Add excluded days (public holidays)
Class Management
Class Enrolment
Progress Report
- Using the Student Progress Report

Lessons & Attendance

Lesson Schedule
Calendar
Make-up Voucher
Student Attendance
- Attendance Marking Mode
- Mark student attendance
Lesson Booking (Add-on)
- Lesson Booking Window on Student/Parent Portal
Lesson Cancellation (Add-on)
- Lesson Cancellation Window on Student/Parent Portal
Lesson Reminders

Finance & Invoicing

Finance setup
Billing Plans
- Add or edit billing plan
Invoice Items
Subscriptions
Invoices
Payment & Receipts
Credit Notes
Deposits
Refunds
- Convert deposit into a credit note or refund
- Convert a payment into a credit note or refund
Discounts
Sales Report
- Sales report
Merge invoices

Student Withdrawal

Convert a student deposit into a credit note
Customise the fields on Student Withdrawal Form
Processing a student withdrawal request
Student Withdrawal form

Communication

Email
- Auto-sending settings for email for invoice & payments
- Update email templates
Whatsapp
Student Portal
- Select the pages showing on student portal and adjust the order
Parent Portal
- Select the pages showing on parent portal and adjust the order
- Send out parent portal login

Staff Management

Admin & Teacher Access
Teacher Portal
- Mark student attendance
Teacher Profile
- Teacher profile page
Add a new teacher

HR & Timesheets

Timesheets
- Teacher timesheets
Teacher's Pay

Reports

Sales report

System Settings

Finance settings

New Year Setup

Step 1: Promote students' level in the new year
Step 2: Add terms for the new year
Step 3: Add excluded days for the new year
Step 4: Add or clone classes for the new year
Step 5: Add the new year's months/terms into the new year's classes
Step 6: Add students to the new year's classes
Step 7: Change system's year to the new year

Add-ons

Private Lessons
- Add a new private lesson
- Add teacher availability for private lessons
Lesson Credits
Quickbooks
E-learning Module

Home
Finance & Invoicing
Finance setup
Enable deposit management

Enable deposit management

Table of contents

To adjust this setting, go to Settings page, and click on the Finance tab. Turn on the switch and click on Save:

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Updated on 25 August, 2025

Edit the payment text shown on invoice Enable One-time Fees (Registration, Material, Deposit)

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