How to SMS Balances to Customers

 

Select the required Starting Date Value of which the SMS Balance Sheet is to start from. This Field is required.

 

Filter the SMS Balance Sheet by Grade by selecting the corresponding Grade Value.

Select the according Business Unit or remain unchanged to select ALL Business Units. Selected Business units (Default ALL) will be filtered on the Balance Sheet.

 

Select the according Payment Frequency Value to adjust the filtering properties of the Balance Sheet to be provided.

 

Select the according Eldest or Youngest Value to adjust the filtering properties of the Balance Sheet to be provided.

 

Activate the Check Box to include or exclude Zero Balance Statement SMS's.

 

Select the required End Date Value of which the SMS Balance Sheet is to end at. This Field is required.

 

Filter the SMS Balance Sheet by Class by selecting the corresponding Class Value.

 

Filter the SMS Balance Sheet by Student Group by selecting the corresponding Group Value.

 

Filter the SMS Balance Sheet by Customer Group by selecting the corresponding Group Value.

 

Activate the Check Box to include or exclude Positive Balance Statement SMS's.

Use this checkbox control to select either all Customers (by Left-Clicking the icon on the General Toolbar) or individual records by Left-Clicking the icon next to desired rows.

 

By Left-Clicking on this Button the Selection will be processed and Statements will be sent to the selected Customers via SMS. Charges do apply.