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Message every family with an unpaid invoice

  • Finance
  • Director
  • Admin
  • Needs: Billing
  • Desktop
  • Draft

This opens a pre-written "Outstanding Invoice Reminder" addressed to everyone with an unpaid invoice.

Steps​

  1. On the sidebar, open Dashboards → Legacy Billing and stay on Tuition (or pick Registration).
  2. In Accounts Receivable, click Active Unpaid (or Archived Unpaid for children who left).
    The Accounts Receivable tile on Legacy Billing
  3. On the Invoices list, click the mail icon ("Send message to children with unpaid invoices").
  4. Review the message. Recipients are grouped as Children with Unpaid Invoices and Staff with Unpaid Invoices; the body fills in each family's name and your school name.
  5. Edit if you like, then send.

Tips​

  • The download icon on the same list exports the invoices as a CSV.
  • For reminders by how late invoices are, use Send Reminder in the Billing Pipeline.

Troubleshooting​

  • "No Recipients Found". No one in the list has an outstanding balance.