Outstanding Fees

Quickly and efficiently follow up all Outstanding Fees. With a few clicks you can send out an E-mail and/or SMS reminder to customers who have fees overdue.

This module will use the "Account Overdue" Email and/or SMS message templates. If you need to edit the message content, do this before running the Outstanding Fees module. (See below).

Sending out reminders

From Administration -> Outstanding Fees, adjust the fields and tick boxes as per your requirements and click "Show Balances".

All families with balances owing higher than the amount on the initial screen will be displayed, along with the date their last payment was recorded.

If there are any families you do not wish to send reminders to, untick the box next to their family.

If there are any inactive families included that you do want to send a reminder to, tick their corresponding box.

Scroll to the bottom and click "Send Reminders".

That's it, you're done!

Message Template Content

You can check and amend the message content at Configuration --> E-Mail / SMS Templates. 

From the 'System Notification Templates' section of your message templates page, click on "Edit Email" or "Edit SMS / Text" next to the "Account Overdue message template. Any fields within the %% will be automatically populated so leave these as is (eg. %%BALANCE%%). NOTE: The %%BALANCE%% merge field tag will only populate when used with this message template and the Outstanding Fees module. It will not populate a family's account balance in any other message template.