Can we send out reminders to guardians who owe money?

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.

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

Permissions

You'll need to have the Finance: View or Finance: Administer permissions, and be a permitted sender of communications. If you don't have the permission, you'll need to ask your admin team to give you permission using these instructions.

 

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

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Comments

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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