Periodic Payment Plans (note: only works for Periodic Plans)
You can now advise caregivers of their payment plans that you have set up –
Example of Periodic plan setup against Debtor Master File
Note – this email will send to the Account Email address e.g. test2@pcschool.net
Step 1: Debtors > Account Printing
Select [Use Family Tag set]
- Select [Debtor Info]
- Select on the [Debtor Periodic]
- [Add to List]
- Shows selection – you can untick if you do not wish to send to that family)
- [Return All in Grid]
Step 2 How to email
Example of email that they will receive – also this will send a copy of their statement:
To Email – from Account Printing – after [Return all in grid]
- Select [Export to Mail]
- [Print]
Yes or No to Split Billing
- Select [Message Template] of Pay plan overdue or where you wish to save this template
- Type in your [Subject]
- Under [Message Test] type in your message
- Select [Insert Periodic PayPlan Amt]
- [Save] will save your message so you do not have to type again
- [Return and Process]
PrintQ will come up – so you can process the emails
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