How can I create reminder for a fee collection start date?

Modified on Thu, 24 Nov, 2016 at 12:35 PM

At the top of your dashboard, click the module access icon > Administration > Reminders > Reminder Settings > Fee Reminder Settings > Fee Schedule Reminder Settings to open the Fee Schedule Reminder Settings page.

The Fee Schedule Reminder Settings page contains preconfigured reminder settings that can be changed.

Select the recipients who will receive the reminder message.
Set the reminder time. The default options available are Before 1 day, Before 2 days, and Before 1 week. Click Add new to add a new reminder. Reminders can be set for a maximum of 30 days in advance or 4 weeks in advance.

Note: You can add as many reminder options as you like, however, only three options can be selected to be displayed when scheduling fee collections.

Select the reminder mode – Email and SMS. At least one mode must be selected.
In addition to the default email message that will be sent, you can add a custom message and signature.

Note: The SMS message is delivered in a predefined template and cannot be edited.

Click the Save changes button.

Reset to default settings – This option is available only if you edit the default reminder settings. Use this option to remove any previously saved settings and restore the original default settings.

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