Automatic reminders for payment schedule
If the client has selected payment with a payment template in the registration or you have set it up manually, they will always be informed of this obligation in time -- automatically by the application. Reminders are sent as email notifications. Learn how to set up payment templates in the payment templates manual.
Reminder 1: Upcoming payment notification
Informs the client that an instalment payment will be due on their course registration in a few days (depending on the setup).
The reminder must be enabled in Settings --> Payments, where you can specify the number of days before the payment is created when the notification should be sent.
The notification before the payment is created is sent according to the formula: Due date - Number of days due - Number of days before payment creation
You can edit the text in Communication --> Message Templates, under the template titled: Upcoming Payment Notification.
To communicate the date when the payment will be created, use the dynamic tag:
SCHEDULED_AT_DATE
Reminder 2: Payment created notification
Informs the client that a new instalment debt has been created on their registration. The date when the payment is posted and the notification sent follows the formula: Due Date - Number of days due.
Set the payment due date in Settings --> Payments, where you can specify the number of days.
Customize the text in Communication --> Message Templates, under the template named: Call for payment.
To communicate the due date, use the dynamic tag:
DUE_DATE
Reminder 3: Overdue payment notification
Informs the client that the registration has not been paid by the due date.
It is sent on the due date if the registration is in an unpaid/partially paid status.
Edit the text in Communication --> Message Templates, under the template titled: Notification of outstanding payment.
To communicate the due date, use the dynamic tag:
DUE_DATE