Locations:
- Billing Reports → A/R Aging Summary
Users with the following permissions:
- Billing Reports: View A/R Aging Summary
Case:
There is a need to automate the reminders.
Problem:
Too much time spent on manually send emails about balance due reminders.
Solution:
Automatic reminders about balance due were implemented.
Following Balance Due Reminders will be sent to all students with overdue invoices on the 15th day of each month or on the nearest working day after it:
Also following notification about reminders that were sent and not sent to students will be sent to users with Receive notifications about sent balance due reminders notification:
There are following improvements on the Aging Summary Billing page.
- Last Balance Due Reminder is displayed on the Aging Summary Billing panel:
- It's possible to search students by Last Balance Due Reminder Date:
- It's still possible to send balance due reminders to students manually:
The following school settings were added:
- Balance Due Reminders: Overdue Period (1+ days, 30+ days, 60+ days, 90+ days) — only students with such overdue invoices will receive balance due reminders; automatic reminders can be disabled by selecting "Do not Send" option.
- Balance Due Reminders: Period in Days for Paying the Overdue Balance — number of days after a balance due reminder, in which students must make a payment.
Note: More information about the payments and invoices configurations you can find in the following article: Accounting and Finance.
Available since GEGI v4.5.0 (view release notes)