Welcome Email and Invoice Settings

Welcome Email and Invoice Settings allows you to view PDFs of invoices for the family. You can send out the most recent invoice as an email to the family. You can also edit the family's invoice mailing settings.

To access Welcome Email and Invoice Settings:

  1. From the Families menu, select View All Families.

  2. Use the available filters to find the appropriate family.

  3. Select the Family Name. This opens the Main Family Page.

  4. Open the arrow menu Arrow menu icon on the left side of the page, select More Options, and select Welcome Email & Invoice Settings.

Tip: Need to update the school logo that appears on emails and invoices? See How do I submit a school logo?

  • Generate And Send Welcome Email: Sends a welcome email to a family ahead of it being automatically generated. Sending the welcome email manually via this tool overrides the automatic email settings for that family, so the family will not receive the same welcome email twice unless you opt to re-send it.

    If, after using this option, you need to send another copy of the welcome email, select Resend Welcome Email.

  • Open Invoice Preview: Downloads a PDF of the family's most recent invoice.

  • Send Invoice Preview: Sends an email to the family. The family will have the ability to download the invoice from the email.

  • Use Open PDF to review an invoice and welcome letter for a specific invoice date.

  • All Payment Materials: This allows you to turn off communication to the family regarding billing. To turn off communication, select Off, enter a reason for the change, and select Confirm. This will appear under the family's notes and requests.

  • Receive Invoices through Email: This enables Green Invoices for a family. To send invoices via email, select On, enter a reason for the change, and select Confirm. The reason will appear under the family's notes and requests. Receive Invoices through Email is enabled automatically when the Bad Address indicator is turned on in a family's Contact Information.

Note: You cannot disable Receive Invoices through Email while the Bad Address indicator is turned on.