Families & collections

Sibling linking and family fee collection for schools

Link siblings across classes, review family dues and record one family payment while keeping each student's ledger separate.

When siblings study in different classes, collecting fees class by class can hide the family's full position. A linked family gives staff a shared view without merging student records or automatically applying discounts.

01

Confirm siblings across classes

Use Students → Families to search students across classes and link them to a new or existing family. Matching father names or parent phone numbers can suggest siblings, but staff must confirm the link. Similar names alone must not merge records.

02

Review the family at the fee counter

Quick Collect reads the student's current family link and shows the linked siblings' dues. Staff can review each student and the family balance together. Opening arrears and dues through the current month remain distinct from future monthly charges.

03

Choose oldest-first allocation or a manual split

Family Collect supports a lump payment allocated oldest-first across sibling dues or an administrator's manual split. Each allocation is recorded against the relevant student ledger. Family advance can be recorded, but it is not automatically applied to later generated bills.

04

Keep concessions and student status independent

Sibling linking does not create an automatic discount. Apply approved concessions manually in Fee Setup. Changing one student's status must not change the status of siblings; students keep separate admissions, classes, attendance and academic records.

Common questions

Can siblings belong to different classes?
Yes. A family can link students across classes within the same institute.
Does linking siblings combine their academic records?
No. The family relationship connects contact and collection workflows while each student's academic and fee records remain separate.

Related school workflows

Step-by-step with the Students screen

Students
Search name, roll, phone
Families
Ali Raza s/o Muhammad RazaClass 5
Ayesha Raza s/o Muhammad RazaClass 2
Hamza Iqbal s/o Javed IqbalClass 7
Siblings detected automatically

Ali Raza (Class 5) and Ayesha Raza (Class 2) share father name Muhammad Raza and phone 0300-•••-4521.

Link as Family (2 students)
Illustration of the real Students screen. Names shown are examples.
  1. 1

    Open Students → Families

    Use the Families button at the top of the Students section (arrow in the picture).

  2. 2

    Let School OS find siblings

    It automatically groups students with the same father name and parent phone — across every class.

  3. 3

    Confirm with one tap

    Tick the real siblings and press Link as Family. Nothing is merged without your confirmation.

  4. 4

    Collect as one family

    Quick Collect then shows every sibling's dues together, with one family challan and WhatsApp slip.

Bring this workflow into your school.

Create your School OS institute or ask Smart Tech about your school's requirements.

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