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

At the top of your dashboard, click Menu → Administration → Reminders → Reminder Settings → Fee Reminder Settings → Fee Schedule Reminder Settings.

The Fee Schedule Reminder Settings page contains preconfigured settings that you can change.

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.

Screenshot — to be addedpublic/images/articles/reminder-fee-collection-start-1.png

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