Fees · Page guide

Fee reminders

Rules that email families about unpaid bills on the day you choose.

1 min readFees → Fee remindersFor: School admin

A reminder rule says "email this many days before or after this date". Each rule emails a family once per bill, so nobody gets the same reminder twice. Paid, cancelled and draft bills are never reminded.

The Fee reminders page in the Fees area, as a school admin sees it: rules that email families about unpaid bills on the day you choose.

What you see on this page

Due today: which reminders would go out today, how many are ready, and how many have no email address. If email is not set up for the school, a notice says nothing can be sent.
Send ... now: sends today's ready reminders after you confirm. Only people who manage fees see it.
The rules table: When, To, By, Message, Status (On or Off), and Edit and Delete icons.

Add a reminder rule

Select Add reminder.
Under When, choose Invoice issued, Invoice due date or Invoice expiry date.
Under Days from then, use a minus for before and a plus for after. For example -3 is three days before and +7 is a week late.
Choose Send to: Parents, Students or Both.
Tick Email. SMS is shown but is not connected yet.
Write the Message, or keep the suggested one. Click a tag to add it: student_name, parent_name, invoice_number, amount_due, due_date, school_name.
Leave "Rule is on" ticked, then select Add reminder.