Automatic reminders for payment schedule

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, he will always be informed of this obligation in time - automatically by the application. Reminders will go to the client in the form of an email notification. You will learn how to set up payment templates in this manual.

1. reminder

Informs the client that an installment payment will be due on their course registration in a few days (depending on the setup). To set up this reminder you need to follow the following points:
  1.     The reminder must be enabled in the Settings - Payments section, where you can specify the number of days before the payment is created when the notification should be sent.

  1. The notification before the payment is created will be sent according to the following formula:
    Due date - Number of days due - Number of days before payment creation
  2.   You can edit the text that will be sent in this reminder in the Communication category of the Message Templates section of the template titled: Upcoming Payment Notification.
  3.   To communicate the date when the payment will be created, use the following dynamic tag: SCHEDULED_AT_DATE

2. reminder

Informs the client that a new installment debt has been created on their registration. The date when the payment will be posted to the registration and the notification sent is according to the following formula: Due Date - Number of days due
  1. You set the payment due date in the Payments section of the Settings category, where you can specify the number of days.

  1. You can customize the text that will be sent in this reminder in the Communication category of the Message Templates section in the template named: Call for payment
  2. To communicate the due date, use the following dynamic tag: DUE_DATE

3. reminder

Informs the client that the registration has not been paid by the due date.
  1. It is sent on the due date if the registration is in an unpaid/partially paid status.
  2. You can edit the text to be sent in this reminder in the Communication category under the Message Templates section of the template titled: Notification of outstanding payment
  3. To communicate the due date, use the following dynamic tag: DUE_DATE

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