1. Monthly statements are sent as a notice of what to expect for upcoming charges, credit availability, due date reminder, info on how tuition is calculated and notice if you are missing a card on file. At this time, tuition can be split on multiple cards through the Customer Portal.
2. Send Push Notification to all active swimmers as of the upcoming Direct Debit.
   • Subject:  [month] statement is available
   • Message: Tuition can be viewed on your Portal & a statement has been emailed to you.
     

The Direct Debit is processed the first business day of the month. first, available credits are applied then the card on file is processed for the difference. They system knows instantly if there is funds available to complete the tuition owed, this means we know right away if payment is still due. Notification of Successful or Unsuccessful payment will be sent to the email on file.

Record unsuccessful numbers in Monthly Tuition Tracker

1. Update Payment Due webpage is accurate with information (access to Keystone is needed)
2. Family page > Balance Due - Overdue
3. Record overdue numbers in Monthly Tuition Tracker
4. Review accounts for accuracy
5. Run the card on file. 
   • Check for other payment methods on file if the default does not run
6. If rejected make a Ledger Note of the reason  [[Tuition past due; 6/4 insufficient funds]]
7. Family Template: 1st Balance Notice (text & Push only)
   • Push Notification - One Per Family - Add month to subject
   • Text Message - Send a copy to all phone numbers (TIP! Verify every family is opted in to text message)

1. Family page > Balance Due - Overdue
2. Record overdue numbers in Monthly Tuition Tracker
3. Review accounts for accuracy
4. Run the card on file. 
   • Check for other payment methods on file if the default does not run
   • If it is a hard decline remove the card on file.
5. If rejected make a Ledger Note of the reason [[Tuition past due - 6/4 & 6/7 insufficient funds]]
6. Once all accounts have been processed send a Voice Broadcast Message to all
   
   Hello, this is Hubbard Family Swim School. We are reaching out with a final reminder that your January tuition is past due.
   
   We are holding your swimmer’s lesson through today, Wednesday, January 8th, to give you an opportunity to make a payment online through your Portal and secure your enrollment.
   
   If the balance remains unpaid after today, we will assume that you no longer wish to continue with lessons, and we will cancel your swimmer's class.
   
   Please note that we attempted to process the payment using the card we have on file, but unfortunately, it did not go through. Invalid cards have been removed from our system.
   
   If you need assistance or have any questions, please contact us as soon as possible. Thank you, and have a great day!

Family > Active > Filter By Balance > Overdue 

1. Verify this family needs to be dropped
   • Family Notes: Any financial notes to not drop?  Email Grants@ regarding overdue ESA & AZFOF
   • Saved Card: If there is a card on file run it.
   • If this account has paid or should not be dropped remove keyword Drop for No Pay
2. Keyword: Drop for No Pay - 
   • Apply to all families
3. Ledger: Adjust for 1 class and note charge line. [[Tuition past due - 6/4 & 6/7 insufficient funds :: DROP 6/8 = 1 lesson held]]
4. Transaction > Class Drop
   • Enrollment Program: CHOOSE
   • Charge Category: Current Month
   • Billing Schedule: Monthly
   • Student Active: In Month Of Current Month Current Year
   • Keyword: Drop for No Pay
   • Drop Date: Yesterday
   • Drop Amount Due: leave $0.01
   • Additional Options: Check box "Send E-mail Notice Drop"
5. Preview
6. Process
7. Send the list of drops to the to GMs as an FYI.
8. Review accounts for waitlist or makeups to delete.
9. Record overdue numbers in Monthly Tuition Tracker
10. Remove keywords