How reminder can be created for a fee collection due date?

Modified on Thu, 24 Nov 2016 at 05:29 PM

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

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

  1. Select the recipients who will receive the reminder message.

  2. 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.

  1. Select the reminder mode – Email and SMS. At least one mode must be selected.

  2. 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.

  1. 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.

Reminder settings when scheduling a fee collection

Reminders created for fee collections are automatically applied at the time of scheduling a fee collection in the Finance module. When scheduling a fee collection in the Finance module, click Show reminder setting at the bottom.

The reminder options created in the Reminders module are displayed.

You can make changes if necessary. Click Advanced reminder setting to view and edit the reminder mode. If any changes are made, click the Save changes button.

If a reminder option appears disabled, it means that the reminder cannot be set for the fee collection. You will have to check the reminder settings in the Reminders module, or contact your Fedena Administrator.

For more clarifications, please watch this.


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