Overview
A key component of a good online registration platform is to have tools that will assist you with the money collection process. If you offer various payment options such as payment plans with installments, recurring billing or check/cash payments, then it is very likely you will end up having accounts that are past due. With the objective to help manage these cases, we have built a new feature for handling delinquent accounts This new feature will allow you to determine when an account goes on delinquent status so you can then communicate and track activity with these accounts. You will have the capability to prevent families in delinquent status from registering to new programs.
Where do I find this feature?
Step 1: Login to your Jumbula Admin Dashboard
Step 2: Go to Settings –> Policies –> Delinquent accounts
Step 3: To view delinquent accounts go to People –> Delinquent accounts
How does this feature work?
Setting up the policy to define what constitutes delinquency
You will start by defining your Delinquent Account policies. There are two main selections to be made.
First, when does a family become delinquent? Here you can determine if an account becomes delinquent if an
Second, you can check a box to restrict families on delinquent status from registering for new programs.
List of Delinquent Installments
To see a list of all delinquent items you will need to click on the People tab and then click on the Delinquents icon. This will take you to a list of all items as shown on the above screenshot.
Send Email Campaigns
From the delinquent list, you can select families and send an email campaign to all selected families. To do this you will select the items with a checkbox and then click on the top right hand “Email Families” icon. Keep in mind that families on the list will receive individual emails and they do not see the emails of other families.
Item Email & History Action
You can go to a list item and click on the actions tab in order to send an individual email or to view history.
View History
View history shows all the emails sent with regards to the delinquent installments. You can see if the email was delivered, opened and view memo notes. You can also click on Actions to view the sent email itself.
Add Manual Notes
You can add manual notes directly to the selected item by clicking on the top “Add History” icon. You can select from phone, note, or meeting options.
If you have any questions contact our support team at info@jumbula.com