In our setup, we email the invoices we create to the student’s building secretary, and they handle reaching out to the family. When selecting the email invoice option, there is only a text box to type in what email addresses to send it to. This leaves opportunity for typos and then it doesn’t get to the intended recipient. It would be awesome if there was a drop down selection option. This could be something you set up within the Fee Tracker settings (something like commonly used recipients) or even a drop down containing all staff members to search out of.
Answer
Drop Down Options for Emailing an Invoice
Best answer by EStapf_iiQ
We do have this open idea, which is similar, but not quite since you would be looking for a list of bookkeepers, which would be iiQ users as well:
or this one which suggests pulling the email from a custom field:
+14Hi
To be able to email parent/guardian users, districts will need to make sure that the guardian record from the SIS is associated with the student record in the information being sent over to us. From their Users.csv file they are sending over, it doesn't look like they have the parent's Sourcedld value in the agentsourcedld column and it doesn't look like they have the student's sourcedld in the parent's agentsourcedld column either. They will want to ensure that information is added to the AgentsourcediD column.
This is something you can submit a support ticket on if you need additional assistance getting this set up in your SIS.
Once completed, your screen to email statement will look like this and the boxes can then just be checked instead of typing or copy/paste, streamlining the process:
Hope this helps!
Your suggestion is for a parent or guardian. That’s not who I’m sending them to. I’m sending them to the building secretary of the school the student attends.
+14
We do have this open idea, which is similar, but not quite since you would be looking for a list of bookkeepers, which would be iiQ users as well:
or this one which suggests pulling the email from a custom field:
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