Skip to Main Content
Procare Solutions Internal Ideas Portal
Created by Guest
Created on Sep 5, 2024

Saved email template for customer statement (in desktop)

Our facility does weekly billing for tuition. After posting to the family ledgers, I send a customer statement to the parents to notify/remind them of the balance that will be charged at the end of the week. In the pop-up box, there is an option for a statement message, and then an option for an email message. I would like to be able to save a templated email message that populates when I want to send the weekly customer statements for tuition. This would help our facility keep a consistent message, and would help the admin to be more efficient in not having to type it out every time.

  • Attach files