From Debtors Account printing you now email out Overdue statements and payment plans. In the email you can now embed a link to show the amount owing as at a certain date (the date based on your billing or for payment plan the amount unpaid at a certain date).
Step 1: Select your Statement and that you wish to email
Step 2: Debtors overdue reminders
Step 3: Payment Plan overdue reminders
Step 1: Select your Statement and that you wish to email
Path: Debtors > Account Printing >
Change the account printing screen to how you would normally send your statements
- Select your [Report Style]: select your Statement you wish to send
- Output Destination: select [Export to Mail]
- [Use Family Tag Set]
Step 2: Debtors overdue reminders
- Select [Use Family Tag Set]
- Select [Campus or All if not using)
- Select [*C – Current Students)
- Select [Year Selection] usually Cur Yr
- Select [on Payment Tender] – you can select a tender type if you want to send statements on that type
- [Overdue Prior to] The date needs to be the same date that was used in the date of debt as at (in prior Account printing screen) ie 1st July in example
- [Overall Balance Selection] select the option you wish
- [Payment Plan Option] – if they are on a payment plan you might wish to exclude them from the overdue list
- [Add to List] Note: You may wish to untag anyone you do not wish to send a reminder too. You can see the balance owing etc from the screen above .
- [Return All in Grid] or [Return Tagged Only]
Select [Print]
Do you wish to cater for Split Billing – NO – as you are only sending reminders
- Select [Export to Mail] a popup box will appear as per screen shot on right
- [Message Template] – select [Accounts Overdue] – as you can save this template to save typing it each time
- Type in your message – select the [Insert Overdue Account] this will insert the amount overdue and the current date
- SAVE your template
- [Return and Process]
The PCSQ popup will open up and email the ones with an email address or print those without email addresses (so make sure you have selected your correct printer) your accounts.
Note: We suggest that you do a test email to ensure embedded dates etc are as required
Step 3: Payment Plan overdue reminders
You can now send out reminders for overdue payment plans e.g.
Select [Debtor Info] tab in account printing tagset
- Select as above the Payment Plan – [Overdue Prior to] select a date you wish to report too e.g. 1.7.2017
- [Add to List]
- You can untag any families that you do not want to send too, once correct select [Return Tagged Only]
In Output Destination on Account Printing – select [Export to Mail]
Select [Print]
Do you wish to cater for Split Billing – NO – as you are only sending reminders
- Select your [message template] – Pay Plan Overdue
- Type in your [subject line] and message
- Select [Insert Overdue Pay Plan Amount]
- SAVE – will save the template
- [Return and Process]
PRINT – PCSQ will popup to email your statement
Note: We suggest that you do a test email to ensure embedded dates etc are as required
Copy of email:
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