We have a financial automation that notifies students when an invoice is posted. I would like to be able to add exceptions to this. This feature would be more useful than the current ability to add rules. I want to always send notices with only a couple of exceptions and it would be easier to add 1 or 2 exceptions than to add a multitude of rules. Is this possible or could it be made possible?
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3 comments
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Adam Sentz Kim Huizinga - We'd need more details to answer more specifically, but there are already "is not" conditions.
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Kim Huizinga Hi Adam
I would like to send an invoice posted email to all students except for students with a tuition deposit attached to their account. For those students, I would like a reminder sent to me so I can apply the deposit to the student's invoice.
I also would not want to send an invoice posted email to students when the invoice amount is equal to an active recurring payment on their account. This seems to confuse some students who wonder why there is an invoice posted and they sometimes make an extra payment.
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Adam Sentz Kim Huizinga - In the Posted automation you can filter down to only invoices containing a specific type of charge.
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