Automatic reminders in Perno Eduwallet help you inform students and guardians about upcoming payment deadlines and outstanding charges. You can set delivery dates, customize message content and use the same schedule for multiple charges.
How to configure automatic payment reminders in Perno Eduwallet
1. Open payment reminders
In the menu on the left, select Finance → Payment reminders.
This page lists schedules and their reminder steps. The Default label identifies the institution’s default schedule.
2. Add or edit a schedule
Click + Add schedule to create a new schedule. To change an existing one, select Edit schedule.
A schedule can be reused for both one-time charges and recurring fee plans. One schedule can serve as the institution’s default and apply to charges without a specifically selected schedule.
3. Add a reminder and set its delivery date
Next to the selected schedule, click + Add reminder.
In the Days relative to due date field, enter the number of days relative to the payment due date:
-
A negative value, such as -7 — delivery 7 days before the due date.
-
0 — delivery on the due date.
-
A positive value, such as 3 — delivery 3 days after the due date.
You can create several reminders to schedule successive messages. Example schedule:
|
Value |
Delivery date |
Purpose of the message |
|
-7 |
7 days before the due date |
Friendly reminder about an upcoming payment |
|
0 |
On the due date |
Notification that payment is due today |
|
3 |
3 days after the due date |
Overdue-payment reminder |
|
14 |
14 days after the due date |
Final overdue-payment reminder |
4. Choose a channel and prepare the message
In the Delivery channel field, choose how the reminder will be delivered. The form shown has Email selected.
Then complete:
-
Subject — the message subject. This field is optional; if left empty, Perno uses the default translated reminder subject.
-
Message — the message body. You can adapt it to your institution’s communication style.
Perno provides a default subject and message in the selected language. You can customize the text using the variables shown below the Message field:
|
Variable |
Information inserted into the message |
|
{charge_title} |
Charge title |
|
{student_name} |
Student’s full name |
|
{amount} |
Amount |
|
{currency} |
Currency |
|
{due_date} |
Payment due date |
Example of a reminder before the due date:
“Hello, this is a reminder about the payment for {charge_title} for {student_name}. Amount: {amount} {currency}. Due date: {due_date}. Thank you!”
5. Activate the reminder and save the settings
Select Active if this step should be used in the schedule, then click Save.
Repeat the process for each subsequent delivery date.
On the schedules page, the Deactivate button allows you to disable the entire schedule.
6. Assign the schedule to a charge
When creating or editing a one-time charge or recurring fee plan, select the appropriate reminder schedule.
A charge can use the institution’s default schedule or a specifically selected schedule. This allows you to set different reminder rules, for example for tuition fees and extra classes.
7. Check the history and manage delivery
Go to Finance → Charges and payments and open the selected charge.
Its details show the effective schedule and reminder history, including planned and successfully delivered messages. You can also pause reminders for that individual charge and resume them later.
For optional charges, no further reminders are generated after the due date.