How Can We Help?
When a membership is due to expire with a negative balance on their account, you can decide how many days prior you would like to send this email.
The default setup is 90 days, so the members will receive the email 90 days before the membership expires.
The first important step is to create/modify the email template called ‘negative_balance’.
Go to Setup -> Email Templates and click edit.
Then change the content in the email
You can add any generic shortcode you like to the email, for example, in the above template, you can see [longname] or [libraryname].
Follow this link to view our full list of shortcodes.
Negative balance shortcode
For the member to see how much they are owing on their account you will need to ensure the shortcode $[balance] is added with the dollar sign before it as shown above. It will look like this:
After saving the email, go to Setup -> Automatic Email and activate the cron job.
This type of automatic email will only be sent once.
Every time MiBaseNZ sends an email, the toy library admin will receive the REPORT in an email, like this
As you can see from the Members List there are 4 members who are due to expire in 12 days BUT only 2 with a negative balance.