In order to use this feature you must first create a letter/email template that will be sent/emailed in the above scenarios.  Learn More

1. Click on Administration | Automation
2. Click on the tab "Automatic Letters"
3. To send the Student Birthday letters, please check "Yes, send an email to students on their birthday"
    
   The following parameters can be set for a student birthday letter:
   • Run Time:  The Student Birthday Letter Automation runs every day.  Specify the time of the day to search for students that have a birthday on the given day, and the email should be sent
   • Letter:  This is the letter template that will be sent to students that have a birthday on the current day
   • Priority:  If multiple Automation Tasks are scheduled to run at the same time, this is the priority that this task will execute in relation to all other automation tasks
4. To send out a Birthday email to staff members, check the "Yes, send an email to staff members on their birthday":
    
   The following parameters can be set for a staff birthday letter:
   • Run Time:  The Staff Birthday Letter Automation runs every day.  Specify the time of the day to search for staff members that have a birthday on the given day, and the email should be sent
   • Letter:  This is the letter template that will be sent to staff members that have a birthday on the current day
   • Priority:  If multiple Automation Tasks are scheduled to run at the same time, this is the priority that this task will execute in relation to all other automation tasks
5. Indicate if you want to send an Overdue Invoice Reminder Email but checking "Yes, send an overdue invoice email reminder":
    
   The following parameters can be set for the overdue invoice reminder:
   • Run Time:  The Overdue Invoice Reminder Automation task runs every day.  Specify the time of the day to search for the overdue invoices and send the email reminders
   • Days Overdue: Indicate the number of days the invoice should be overdue before the email reminder is sent. For example, select 5 if you want the email reminder to be sent 5 days after the invoice is overdue. Enter -3 if you want the invoice reminder to be sent 3 days before the invoice is due
   • Letter:  This is the Student letter template that will be sent to remind students of an overdue invoice
   • Priority:  If multiple Automation Tasks are scheduled to run at the same time, this is the priority that this task will execute in relation to all other automation tasks
6. Click on the "Save Changes" button to save the changes made to the 3 automation letters

TIP: Student and Staff Birthday dates can be set in their respective records by clicking on the "Information" button on the student/staff toolbar:

Related Articles:

• Studioware Automation Overview