We sent out generated statements this fall to families - some who deny recieving them. How can I verity it went from IQ to family?
Solved
How do I view a log to see that an email went to a parent with a fee statement?
+1Best answer by JustinRaynor_iiQ
Hey,
As a potential workaround, you could add an email on your end as a self-confirmation that a statement or invoice was sent. You could set up an email on your end (EX. fees@school.com) and make sure that your agents and admins always include this email as an additional email when sending out invoices. Then you’ll be able to confirm that the email went out and you can check the email you set up for the exact time and date that you sent it.
So then if a parent says they didn’t receive it, you would be able to have that information on when it was sent. You won’t be able to confirm if it was blocked on their end unfortunately, but you can confirm that you sent out the invoice.
Alternatively, if you apply fees through a ticket, you can leave a comment as a confirmation that an invoice was sent.
Hopefully, these suggestions will work for you!
Is the fee associated with a ticket? I haven’t used Fee Tracker, but I would guess the “emails” tab in a ticket should show these notices? You can click on a notice to see the full email that got sent.
+1It is not under emails, I looked there. But I know some parents got it, but cannot see the data on our end sadly!
Hmm, hopefully someone with Fee Tracker knowledge can help! I’m looking at tickets that include external emails for the requestors and I can see the emails that were sent. I would assume the same is true for Fee Tracker but don’t have real-world data to check!
+1As I was looking into your request, it looks like this was submitted in the idea exchange and has been gaining some traction! I would recommend heading over to this page, upvoting, and adding your scenario to the comments to help the cause!
Here's to a great day, Kellen Heim -- Customer Success Manager
+12Hey,
As a potential workaround, you could add an email on your end as a self-confirmation that a statement or invoice was sent. You could set up an email on your end (EX. fees@school.com) and make sure that your agents and admins always include this email as an additional email when sending out invoices. Then you’ll be able to confirm that the email went out and you can check the email you set up for the exact time and date that you sent it.
So then if a parent says they didn’t receive it, you would be able to have that information on when it was sent. You won’t be able to confirm if it was blocked on their end unfortunately, but you can confirm that you sent out the invoice.
Alternatively, if you apply fees through a ticket, you can leave a comment as a confirmation that an invoice was sent.
Hopefully, these suggestions will work for you!
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