TABLE OF CONTENTS


The Balance Due Reminders feature allows you to automatically send payment reminder emails to students based on their payment status. The system uses two distinct email templates with appropriate messaging depending on whether payments are current or past due.


Configuration


To configure the reminders, navigate to School SettingsBalance Due Reminders Settings:

  • Period for Due, Days: Define the timeframe for sending current payment reminders.
  • Period for Overdue, Days: Define the timeframe for sending past due reminders.


Note: The two period settings are mutually exclusive – you cannot select the same payment interval for both settings.


Email Templates


The system uses two separate email templates based on the student's payment status:

  • Financial: Payment Due Reminder: Sent to students within the Period for Due, Days range. This template is supposed to use encouraging language for students who are current or only slightly behind.
  • Financial: Balance Past Due Reminder: Sent to students within the Period for Overdue, Days range. This template is supposed to use more urgent language for students whose payments are significantly overdue.


How It Works


The system automatically determines which template to use based on:

  • The student's current payment status
  • The configured day periods in Balance Due Reminders Settings


Students receive the appropriate reminder email without manual intervention, ensuring timely and appropriately toned communication about their payment obligations.