By notifying families with low account balances, sending out low balance notices helps families ensure there is money in their students' lunch account to continue to eat meals. Define the low threshold amount to send to just the families you consider low. Decide to email, auto phone call, or print the notices. And even schedule the process to happen automatically weekly or even daily.

To start sending low balance notices, go to jmc Office and select Lunch > Reports > Low Balance Notices. 

Step One: Select a radio button from the "Select By" box to indicate how the low account balance threshold will be determined for selecting accounts to notify. Then fill out the appropriate fields highlighted below.

  • Days: enter the number of days in which an account will run low in the "days" field

  • Balances: enter the minimum balance and minimum reduced balance to be used as the low threshold in the appropriate fields

  • All Accounts: every account will receive a notice regardless of balance

  • By Random: select one or more students by entering their name or student ID in the "Find Student" drop-down list

Step Two: Select a radio button from the "Sort By" box to filter the order in which notices are printed. Your options include "Name" for sorting alphabetically, "Grade" for sorting by student grade in ascending order, and "Advisor" for sorting by student advisor.

Step Three: Select a radio button from the "Form Height" box to indicate what size forms to print

  • 11 inches - 1 up: one notice per page

  • 11 inches - 1 up with Address: one notice per page with the mailing address of the contact at the bottom

  • 11 inches - 2 up: two notices per page

Step Four: Select a building using the "Building" drop-down list to print notices for the entire district or just a single selected building.

Step Five: Place a checkmark in the "Call If Possible" checkbox to attempt to call and read the notice to a contact instead of printing their notice.

Fun Fact: This option requires the use of the Message Center feature. If you would like to talk to someone about adding Message Center to your jmc program, contact sales today!

Step Six: Place a checkmark in the "Email If Possible" checkbox to email the notice to a contact instead of printing their notice.

Helpful Tip: If using this option add a "Reply To Email" address in the corresponding field.

Fun Fact: By placing a checkmark in the "Call If Possible" or "Email If Possible" checkboxes, Primary or Lunch contacts with a valid email address and/or phone number will be contacted. If the Primary or Lunch contact does not have a valid email address or phone number the low balance notice will be printed after clicking the "Print" button.

Step Seven: Place a checkmark in the "Include Inactive Students" checkbox to send notices to families of inactive students as well as families of active students.

Step Eight: Enter a message in the "Lunch Notice Message" box to display on printed notices and to be included in emailed notices.

Helpful Tip: If you wish to save your message for future use, click the "Save" button.

Step Nine: Click the "Print" button to generate and send the low balance notices.

Step Ten: Place a checkmark in the "Schedule Report (Email only, No Calls)" checkbox to schedule automatic daily or weekly lunch balance notices.

Helpful Tip: If you placed a checkmark in the "Schedule Report (Email only, No Calls)" checkbox

  • Select the appropriate radio button to send "Daily" or "Weekly" notices

  • Click the calendar icon to select a date to start sending notices

  • Click the clock icon to select the time of day to send notices

  • Enter the email addresses separated by a comma of the people to receive a summary report of the automatic sending process in the "Email To" field

  • Click the "Save" button to save your automatic low balance notice scheduling options.

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