> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kralis.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting Up Fees and Accounts

> Create receiving accounts and categories before defining school fees.

## Recommended setup order

```mermaid theme={null}
flowchart LR
    A[Bank or receiving account] --> B[Fee category]
    B --> C[Fee definition]
    C --> D[Targets]
```

## Receiving accounts

Open **Fees Manager → Bank accounts** to create an account. Record the account identity, bank, branch, account type, status, and whether it should be the default where those fields apply.

A fee can point to a receiving account so operators and families know where it is expected to be paid.

## Fee categories

Open **Fee categories** to create reusable classifications such as tuition, transport, examination, or another school-defined category. Keep category names distinct and descriptions clear.

## Create a fee

Open **Fees Manager → New fee**, then complete:

* category and receiving account;
* title or description;
* amount and due information;
* academic year and optional term scope; and
* the other status or behavior fields shown by the form.

After the fee exists, configure its target groups, users, or classes.

## Safe deletion

Before deleting an account, category, or fee, check whether fees, invoices, or payments already refer to it. Historical financial records should remain understandable. If deletion is blocked, update or stop using the setup record instead of trying to remove its history.
