1. Access Overdue Invoices

Go to Finance > Documents

In the document list, select the Invoices section
 

Next, locate the Status column and apply the Overdue filter so that only invoices requiring payment are displayed

2. Exclude Training Documents (optional)

If training or testing sessions generated fictitious documents and you do not want to include them in the alert:

• Use the Training Document filter
• Select False

This ensures that only real overdue invoices appear in the list.

3. Select the Invoices to Send

After applying the filters:

• Click the top checkbox to select all invoices in the list
• If there is any student who should not receive an alert, simply uncheck the box for that specific line

Even if test documents remain in the list, the system will not send alerts for entities without a registered email address.

4. Send the Alert

With the invoices selected, click the “send alert emails” icon.

A window will open where you can customise:

• The email subject
• The email body, which will appear before the automatic summary of the overdue amount

The text is fully customisable. Examples of information you may include:

• Desired payment date
• Urgent regularisation request
• School identification (although the email is already sent as e‑Schooling)

The summary of outstanding amounts is always added automatically by the system.

After editing the content, click Send alert.

5. What Happens After Sending

Once confirmed:

• e‑Schooling automatically sends the email to all entities associated with the selected invoices
• Only those with an email configured in their profile will receive the message
• The email includes both the personalised message and the automatic details of the overdue amounts

Sending overdue invoice alerts helps maintain clear communication with responsible parties and contributes to more efficient financial management, ensuring that everyone is promptly informed about outstanding documents.