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

At the top of your dashboard, click Menu → 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 settings that you can change.

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Configure the reminder

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

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

3. Select the reminder mode: Email and/or SMS. At least one mode must be selected.
4. In addition to the default email message, you can add a custom message and signature.

Note: The SMS message uses a predefined template and cannot be edited.

5. Click Save changes.

Reset to default settings – This option appears only if you have edited the default settings. Use it to remove your saved settings and restore the original defaults.

Reminder settings when scheduling a fee collection

Fee collection reminders are applied automatically when you schedule a fee collection in the Finance module. While scheduling, click Show reminder setting at the bottom of the form. The reminder options created in the Reminders module are displayed.

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You can change them if needed. Click Advanced reminder setting to view and change the reminder mode. If you make any changes, click Save changes.

Note: If a reminder option appears disabled, that reminder cannot be set for the fee collection. Check the settings in the Reminders module, or contact your myschool administrator.