Enable the Portal invoice delivery options

TABLE OF CONTENTS

• Introduction
• Enable the Portal invoice delivery options

Introduction

If you have a licence for the Engage Portal, you will be able to use the Portal Invoice and Receipt delivery methods. If you do not have a Portal licence and would like to use this function, please contact your Customer Success Manager. If you already have a Portal licence, but the portal delivery methods are not available to select in the Parent Default screen, please validate that email is enabled. Both Portal delivery methods require email to be enabled.

Enable the Portal invoice delivery options

1. Go to Fees > Setup > Fees Policies and the Email Preferences tab.
2. Select the Use Email option and validate that the email settings are correct.
3. Ensure you have a Mail Merge template set up for the email content.
4. If you have problems when you try to send email, please check that your Engage database is configured to issue emails to parents. You may need to speak with your IT service for assistance.

For more information on Parent Default delivery methods please see the Engage Fees Setup guide (Parent Defaults section) and the (Fees Policies section) for more information on Email Preferences.