You can add reminders to be sent out to the parents using the following steps.
1. Navigate to Configurations > Finance Configuration > Invoice & Payment Request on the Navigation Menu.
The Invoice & Payment Request page is displayed.
2. Click ADD REMINDER.
The Add Reminder dialog is displayed.
3. Enter/ select the required values in the fields. Refer to the table below for field descriptions and example values.
Note: All fields marked with an asterisk (*) are mandatory/required fields.
Field | Description | Example Value |
Reminder Name | The name of the reminder. | Before Due Date |
Reminder Schedule | Select the number of days for scheduling the reminder and the when option.
Note: If you wish to send a reminder on the due date, set the days equal to zero.
The predefined reminder values are 3 Days Before Due date with App Notification: ON & Email: OFF 0 Days On Due Date with App Notification: ON & Email: ON 3 Days After Due date with App Notification: ON & Email: OFF 7 Days After Due date with App Notification: ON & Email: OFF
| 5/ Before
|
Reminder Type | Enable the toggle button for App Notification and/or Email if you wish to receive the reminders via the app or emails. Note: At least one Reminder Type should be enabled for saving a reminder. |
|
Email Text | This is an optional message to be displayed in the email reminder. | This is a reminder that your due date is just 5 days away. |
4. Click ADD.
The reminder schedule is added.
