Email families with an unpaid fee

Issue/Question

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How do I send an email to families with one specific unpaid fee?

Resolution

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You can use the Transaction Search to locate accounts with the specific unpaid fee and email families directly from the report.

1. Navigate to the Transaction > Search

2. Use the search filters to enter the specific fee criteria (such as fee name, date range, etc.)

3. Select Yes from the Unpaid fees only drop-down

4. Click Submit

5. Click the Send a Message button > select Email to send a message to the filtered families

⚙️ User Permissions may limit access to this feature or functionality.