PCR independent school management solution and website
Customer Portal
School Portal
Demo
SOLUTION
FAQ
PRICING
EMPLOYMENT
BLOG
SUPPORT
KNOWLEDGE BASE
Admissions
CMS Website
Community Connect
Finance & Student Billing
Fundraising / Development
Student Information
Cafeteria POS
Summer Camp & School
301-947-7380
sales@pcreducator.com
School Information Management System & Website Software
Blog
Notification Trigger - Customer Balance Low
Notification Trigger - Customer Balance Low
The purpose of the Customer Balance Low trigger generates automatic emails to customers when their balance is low. This trigger is particularly useful to remind customers when they have a low lunch balance to upload funds to their accounts.
To create a
Notification Trigger
, follow the steps of
Creating Notification Trigger
.
Custom Settings
Select the appropriate
Ledger
Posted Type
refers to transactions that are counted in the customer balance. If Posted is selected, then only posted transactions are counted in the customer balance to determine whether it is low. If Unposted is selected, then both posted and unposted transactions are taken into account in the customer balance to determine whether it is low.
Balance Due At Least
determines how low a customer's balance needs to be for the email to go out.
Note
: An overall customer balance of a negative amount means that the customer has a credit.
Example
: If you set the Balance Due At Least setting to -10, it means that an email will go out if the customer has a credit of $10 or less.
See also
Creating Notification Trigger
Notification Trigger
Action
Fund
PCR Educator K-12 School Information System is an online database engineered for independent and private schools to deliver the highest level of flexibility, unique experience, transparent communication and customized design. Being a complete cloud-based solution, PCR Educator system guarantees convenient access anytime, anywhere.
Facebook
Linkedin
301-947-7380
sales@pcreducator.com
Schedule Demo
Please, make sure that all required fields (marked with *) are completed.
School Name
*
Relation to School
*
select
Administration - Database Manager
Administration - Head of School
Administration - Registrar
Development - Director of Development
Finance - CFO
Finance - Business Manager
IT - Director of Technology
Other - Parent
Other - Staff
Other - Volunteer
Last Name
*
Your First Name
*
Your Email
*
Your Phone #
*
Household
User