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Fees · How-to

Add a fee reminder

Make a rule that emails families about unpaid bills.

1 min readFees → Fee remindersFor: School admin

A rule says "email this many days before or after this date".

Steps

  1. Open Fees → Fee reminders.
  2. Select Add reminder.
  3. Under When, choose Invoice issued, Invoice due date or Invoice expiry date.
  4. Under Days from then, type a minus number for before and a plus number for after. For example -3 or +7.
  5. Choose Send to: Parents, Students or Both.
  6. Tick Email. Write the Message, or keep the suggested one.
  7. Leave "Rule is on" ticked and select Add reminder.

The rule appears in the table with Status On.