Solution:

To address the challenges faced by educational agents and financial departments, the development team created EduBill, a SaaS-based comprehensive billing web application with a focus on automation and ease of use. The key features implemented include:

• User Role Management: EduBill offers distinct permissions and capabilities for Agents, Finance, Subagents, and Super Admins, ensuring data integrity and proper access control. This granular role management allows users to perform their specific tasks without overstepping their bounds, thus maintaining a secure and organized environment.
• Dynamic List Management: The application provides capabilities to view, add, edit, and delete entries in lists of enrolled students, billing schools, and subagents directly within the platform. This dynamic list management ensures that users can efficiently manage their data without needing to switch between different systems or interfaces.
• Automated Invoicing and Commission Calculation: EduBill automatically generates draft invoices and commission calculations based on predefined criteria. This automation significantly reduces manual input and errors, ensuring that financial data is accurate and up-to-date. The automation process includes setting up rules and criteria for generating invoices and commissions, which can be customized to fit the specific needs of different institutions.
• Invoice Management: The application includes comprehensive tools to create, edit, send, and delete invoices. Invoices can be automatically converted to PDF and sent via email directly from the platform, streamlining the billing process and ensuring timely communication with stakeholders.
• Performance Reporting: EduBill generates detailed performance reports that provide insights into financial performance. These reports help users make informed decisions by presenting data in an easily understandable format. Users can track key metrics and trends, allowing them to identify areas for improvement and optimize their financial management processes.