Send out reminders to top up a negative balance

You can see account balances for student's top-up accounts such as meals, and send messages to guardians to ask them to top up the account if they're running low or in debt.

Please note that it is not possible to automate these messages - they need to be sent manually.

Permissions

  • Finance: Administer - see balances and send communications to guardians
  • School: General Admin: Export Data - create a custom report
  • Send and administer school communications: Administer - set up communication templates

If you don't have the permission, you'll need to ask your admin team to give you permission using these instructions.

 

Using the balances page and default template

You can ask all Primary Guardians to top up in bulk using a new Mail Merge SMS, email or in-app message.

To select only guardian's whose children have low balances, go to School > Payments > Accounts > Balances. Tick the boxes next to the people to send communications to, then click the pencil icon to select the communication type.

Top Tip: Click the Balance column header to bring the lowest balances to the top.

Screenshot_2020-08-12_at_13.04.01.png

 

You'll then be able to send the communication.

new_mail_merge_for_balances.png

 

Can we edit the communication template?

You won't be able to edit the default communication template from like you can do with other system templates, as it won't appear in the list. If you want to edit the template, you will need to either:

  • edit the message each time you want to send the communication
  • follow the instructions below to set up a custom template

 

Using a custom template

To create your own communication, follow the steps below.

Step 1 - Create your report

Click the link at the bottom of this article to download the report template for Meals. Do not open the template. You can then import it into your site by following these instructions: Importing a report

Add any additional columns you want to include in your communications, or edit the filter as needed.

Step 2 - Create your template

Go to School > Communications > Templates and click +Add to add a new template with a Custom Report Writer report.

Screenshot_2022-05-18_at_09.16.56.png

 

You can then use the fields in your custom report as Merge fields in your message. This will pull through the data in your report to the communication.

Screenshot_2022-05-18_at_09.21.24.png

 

Step 3 - Send the communication

Return to your custom report, and tick the boxes next to the students you wish to send the communication to. Click the blue pencil icon to select the communications option.

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On the next page, click Load email template, and select your template.

Screenshot_2022-05-18_at_09.25.16.png

 

The communication will then pull through the data from your report.

Screenshot_2022-05-18_at_09.25.53.png

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2 comments
  • Is there any way of editing this standard message without having to edit it every time I want to send a reminder.  We do not address our parents with Hi and their first name.  We also only want parents to top up their accounts via card payment.  

    Thank you

     

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  • Hi Nicola, thanks for your comment! I'm afraid it isn't possible to edit this template permanently, you would need to keep on editing it each time. You can see how to add this as feedback for future consideration here.

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