Send fee reminders to parents via WhatsApp
Chase outstanding school fees by sending each parent who owes a WhatsApp reminder, with their own figures filled in.
Most parents pay on time, but every term you'll have a handful who need a nudge. edunile sends a WhatsApp reminder (and an email at the same time, where you have the address) for one unpaid bill in two clicks, with that parent's own figures filled in. It can also send reminders by itself before the due date. Both are below.
Steps
Open Finance and check the term
From the dashboard menu, click Finance. It opens on the Payments tab, which is where you see how much of this term's fees have come in.
Check the Term selector on the right is showing the term you are chasing. Everything below it follows that choice.
Open the class you want to chase
Scroll to Collection by Class. There is a card for each class showing what has been collected and what is still outstanding. The class with the biggest outstanding figure is usually where to start.
Click View Students on that card. You get one row per student: their bill number, the total, what they have paid, and their status (Paid, Partial, Unpaid or Overdue).
Send a reminder to one parent
On the row for a parent who still owes, click the ⋮ menu and choose Send a reminder. edunile sends a WhatsApp message (and an email, where the parent has one on file) straight away. The wording is a friendly reminder of the amount outstanding, the bill number and the due date.
A note at the edge of the screen says Sending on WhatsApp… straight away, then what happened: Sent, and which way it went (WhatsApp, email or both). If it could not reach the parent, it says that instead, rather than pretending it went, and tells you what to fix.
One tap is enough. If you tap Send a reminder again the same day, edunile does not message the parent twice. It says Already reminded today at 9:02 am (with the time it went) and offers Send again, for when the parent says they did not get it. The row on the class list also shows Reminded today, 9:02 am under the student's name.
If today's WhatsApp limit has been reached, it says Queued for tomorrow (daily limit reached). The email (where the parent has one) has already gone, and the WhatsApp goes by itself the next morning. You don't need to send it again.
Send a reminder only appears on bills that are Unpaid, Partial or Overdue. A parent who has paid cannot be reminded by mistake.
Chase everyone in a class who still owes
Go down the class list and send each parent who owes their own reminder, as in step 3. Each one names the amount that parent owes, so a parent who has paid is never chased by mistake. A row that says Reminded today has already had one today.
To have edunile send them for you in the days before the due date, turn on Payment reminders when you send fees. The last question below shows where.
Check who got the reminder
Parents who pay after being reminded move to Paid on the class list, usually within a few hours of them opening the payment link. Refresh the page to see the latest.
To see how one parent's reminder went, open their bill (click the student's row on the class list). Under the buttons, a line says when the last reminder went and how, for example Last reminder today, 9:10 am. WhatsApp delivered, email sent. or WhatsApp goes tomorrow morning. A WhatsApp that did not arrive also waits for you under Communications → Undelivered.
Common issues
- A parent says they didn't receive the WhatsApp
First, open the child's bill and read the line under the buttons. If it says WhatsApp did not go through, the message is also waiting for you under Communications → Undelivered, on a page called Messages that didn't arrive. Each row has a Fix contact link that opens the child's profile so you can correct the number. For a parent with more than one child, it opens the parent's page, which lists their children. The most common reason is a phone number that isn't on WhatsApp.
If it says WhatsApp delivered but the parent insists they didn't see it, ask them to check the WhatsApp Business inbox or any "spam" folder in WhatsApp. Some parents have WhatsApp on a different phone than the number you have on file. To send it once more, tap Send Reminder on the bill. If a reminder already went today, it says Already reminded today: tap Send again on that note.
- I sent a reminder by mistake
You can't un-send a WhatsApp message, but you can follow it with a correction. Open their student's profile, click Message Parent, and send a short apology: "Apologies, that reminder was sent in error. Your fees are paid in full."
- There is no Send a reminder option on the ⋮ menu
The option only appears while the bill is Unpaid, Partial or Overdue. A bill that has been paid or waived can't be chased. If you are sure money is still outstanding, refresh the page; the status may have changed the moment the parent paid.
- I want to write my own message, not the default reminder
For a custom message to one parent, open their student's profile, click Message Parent, and type your own text.
- It says WhatsApp is switched off for your school
WhatsApp sending is turned off in your school's settings, so a parent with no email saved cannot be reached, even when their phone number is there. Go to Settings, open Notifications and turn on WhatsApp, then send again. Only staff who can change the school's settings can do this. If you would rather not use WhatsApp, add the parent's email on the child's page instead.
- It says Queued for tomorrow (daily limit reached)
edunile can start only so many WhatsApp conversations with parents each day. When today's are used up, your reminder waits and goes by itself on WhatsApp the next morning, and nobody has to remember to send it. The email, where the parent has one, has already gone. You don't need to tap anything again.
- I tapped Send a reminder twice. Did the parent get two?
No. A second tap on the same day says Already reminded today with the time the first one went, and nothing is sent. If the parent tells you they did not get it, tap Send again on that note and it goes once more.
- Can I schedule reminders to send automatically?
Yes. When you set up the original fees in Send Fees, there's a switch called Payment reminders: Auto-send reminders before due date. Turn it on and edunile sends gentle reminders to unpaid parents in the days leading up to the due date, without you having to lift a finger.