For center administrators with access to this area.

Check the invoice and payment records before sending an unpaid-bill reminder.

Steps

1. Open Money > Invoices and find the family or invoice.

2. Open the invoice and check Billed, Collected, Still open, and the due date under Collection & terms.

3. Check for a matching payment, bank payment in progress, or payment made outside Bloomily.

4. If the invoice still needs payment, open More, then Remind.

5. Review What to send, the family email, and the amount. Type the confirmation words shown, then choose Send reminder when ready.

6. Check the result and the invoice's reminder history.

Check the result

A reminder emails the family. It does not charge a card or change the amount owed.

If the family says they already paid, pause reminders and match the payment to the invoice. Use the payment record and its allocation, not only a balance at the top of the page. If a bank payment is still processing, check that state before asking the family to pay again.

If a late fee looks wrong, review the due date, payment timing, and fee policy with your billing lead. Do not promise a fee will disappear just because you sent a reminder.

Interactive walkthrough: Send Payment Reminders to Parents in Bloomily

The recording uses one center’s example data. Names, amounts, dates, counts and configured policies are examples; use your own center’s records and settings. Some labels in the recording may differ from the written steps above.

Open the walkthrough in a new window