It gives bursars and finance teams a high-level but clear way to review each family’s payment history, level of engagement and likelihood of resolving the balance internally.

Schools can use the sheet to sort overdue accounts into practical categories, identify which families need a reminder and which require structured support, highlighting the cases that may need external recovery. The layout is easy to customise and can be adapted to your school’s existing fee management process.

This resource supports better decision making and helps finance teams prioritise the accounts that matter, reducing the risk of fees carrying further into the school year or beyond. It has been created using our experience working with independent schools across the UK, reflecting the payment patterns we see all too often.