If a family doesn’t pay an invoice, is there a workflow option or setup that will send a reminder to a family that hasn’t paid an invoice in x number of days?
Solved
Invoice Email Reminders to Families
+2Best answer by Hannah Bailey
This is an enhancement request to automate invoice reminders
A (not so great) workaround is to create a custom view that includes filters to show users who have overdue fees or fines. You can then set up a ticket template on a schedule to send out invoices manually to those users on a weekly or monthly basis, depending on your preferred timeframe.
From the custom view, you can select the users in bulk and generate the statement to be emailed.
+17
This is an enhancement request to automate invoice reminders
A (not so great) workaround is to create a custom view that includes filters to show users who have overdue fees or fines. You can then set up a ticket template on a schedule to send out invoices manually to those users on a weekly or monthly basis, depending on your preferred timeframe.
From the custom view, you can select the users in bulk and generate the statement to be emailed.
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