This article sets out the process to send a manual payment reminder from the Payment Reports.
Step 1 - Go to Financials > Payment Reports
Step 2 - You can opt to send a reminder for:
- All members outstanding - click on the link 'Outstanding for accounting period to-date'.
- Members outstanding in one group - click on the amount outstanding for that group in the payment summary table.
- Members outstanding in multiple groups - select the relevant groups by ticking the box next to the group name and from the action dropdown, select 'View outstanding payment requests for accounting period to-date' and GO.
Each of the above actions will take you through to the underlying Detailed Payment Report.
Step 3 - After you've made your selection (above), select the members names and then the option 'Send email'. By default, the content of the Reminder email template (as defined in Admin > Email templates) will be loaded in the email editor. If you have not written your Reminder email template, the email editor will be blank. The content of the email is editable so you can tailor it to your exact requirements.
Step 4 - When you're ready, press Send.
In the Detailed Payment Report, the system will display the date the last payment reminder was sent.