The Low Balance Notices feature in jmc's Lunch module enables schools to efficiently notify families when student account balances are running low. Notices can be sent via mail, phone, or email, with the option to schedule emails for automatic delivery, adding convenience. To create low balance notices, simply choose the method of communication, specify the criteria—such as families meeting low balance thresholds—and craft a personalized message to accompany the notice.

To start sending low balance notices, in the district building of jmc Office go to Lunch > Reports > Low Balance Notices. 

Step One: Choose a radio button in the "Select By" box to send low balance notices for the appropriate accounts.

Step Two: Choose a radio button from the "Sort By" box to filter the order in which the low balance notices are sorted and printed.

Step Three: Select a radio button from the "Form Height" box to indicate what size low balance notice to print.

Step Four: Select a building from the "Building" drop-down list to print low balance notices for the entire district or a selected building.

Step Five (optional): Place a checkmark in the "Call If Possible" checkbox to attempt to call and read the low balance notice to a contact, rather than printing it.

Fun Fact: This option requires the use of the Message Center. If you’d like to add the module to your jmc toolkit, please reach out to sales@jmcinc.com.

Step Six: Place a checkmark in the "Email If Possible" checkbox to send low balance notices via email and enable the scheduled low balance emails based on the 'Schedule Report' configuration.

Helpful Tip: Enter an email address in the "Reply To Email" field when sending notices by email or setting up automated low balance emails to ensure families have a direct contact for any questions or replies.

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 low balance notices to the families of both inactive and active students.

Step Eight (optional): Enter a message in the 'Lunch Notice Message' box to be displayed on printed and emailed notices, then click the 'Save Notice Message' button to save your message for future low balance notices.

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

Once low balance notices are configured, follow the remaining steps to customize your low balance notice report settings and start sending automatic low balance notice emails to families.

Step Ten: Place a checkmark in the "Schedule Report (Email only, No Calls)" checkbox to schedule automated low balance notice emails to families.

Step Eleven: Select the appropriate radio button to send "Daily" or "Weekly" automated low balance emails to families.

Step Twelve: Enter the start date and time of day in the appropriate fields or simply click the calendar and clock icons to begin sending automated low balance notice emails.

Fun Fact: If you select today's date, the first automated message will be sent the following day.

Step Thirteen: Enter the desired email address(es) separated by a comma in the "Email To" box to specify the office staff or administrator receiving the low balance report.

Step Fourteen: Click the "Save Scheduled Report" button to save your scheduled report settings and enable automatic low balance notice emails.