Sending Payment Request Emails to Families

All Unpaid transactions listed in Status Manager can now easily be followed up on with the Send Payment Request feature.

To send a Payment Request notification, containing a direct link to pay for an unpaid transaction, to a family, navigate to the Status Manager (click 'Registrations' dropdown menu > 'Status Manager').

From the 'Unpaid' tab, you'll see a list of all unpaid transactions. Check the checkbox against any transaction you'd like to send a payment request for, or check the first checkbox in the table header to select all transactions [see number 1 in the below image]. Once you've made your selection, click the 'Send Payment Request' button [see number 2 in the below image]. A browser pop-up will ask you to confirm before it triggers the email to all associated families.

Each email contains a unique link for the family to pay their outstanding fees (from within that transaction) securely via credit card or via PayPal, or to mark that they'll pay with Cash/EFT.

Once you've sent a payment request email for a transaction, it will be marked with an envelope icon [see number 3 in the below image]. You can send follow-up payment request emails for the same transaction simply by repeating the above steps. Hovering over the envelope icon will provide the latest date in which a payment request was sent for that transaction.