Use-case playbooks
Updated 1 Oct 20265 min

Run a coaching institute on Finocket

Course fees split into instalments a family can keep up with, coaching and printed study material on one invoice with each line at its own GST rate, admissions run as a pipeline from demo class to fee plan, and withdrawals credited on the books.

Business owner

Course fees split into instalments a family can keep up with, coaching and printed study material on one invoice with each line at its own GST rate, admissions run as a pipeline from demo class to fee plan, and withdrawals credited on the books.

What you set up

Coaching institute businesses run on the Growth plan, which turns on 27 modules:

Turn any of these off if you don't need them - see setting Finocket up for your trade for the two decisions worth getting right on day one.

What you'll do day to day

A demo class that booked itself

Signed in as a staff member, open /crm. A guardian's online booking from the public page lands as a confirmed demo-class slot on the day sheet.

Admissions are a pipeline, not a register

Signed in as the owner, open /deals. From demo class to fee plan to admitted, with the Shri Ram Vidya Mandir 60-seat programme in counselling.

Coaching and study material on one invoice

Signed in as a staff member, open /invoices. A term instalment under SAC 999293 beside a printed study-material set, each line at the GST rate the institute set.

Instalments that slipped, by family account

Signed in as the owner, open /outstanding. Family accounts with an instalment past due, oldest first, and the reminder already logged against each.

School programmes that deduct TDS

Signed in as the accountant, open /tds. The two school clients pay net of 194J; each deduction sits on record for the return.

Hand the term to the CA

Signed in as the owner, open /reports/hand-to-ca. Trial balance, GST, TDS and the Tally export in one pack for the CA.

A Kota coaching institute whose instalments stopped slipping

Before: Course fees collected in instalments tracked in a register, coaching and study material billed on separate slips, and admissions followed up from a notebook.

With Finocket: Every family account on a fee plan with dues listed oldest first, coaching and printed material on one invoice at their own rates, and admissions run as a pipeline from demo class to admitted.

(Prerna Classes Kota, a demo coaching institute workspace in Kota, Rajasthan - not a real customer.)

Next

See how Finocket fits your trade for the same use cases with the case study in full, or bring your existing books across if you're switching from another system. Running this on a phone at the counter and a desktop at month-end? See what each device is best for.

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