Pupil Accounts Generate Mail Merge
Useful Information
Generate mail merge enables you to produce letters and statements for individual pupils and staff with debts and credits. The documents are generated in Microsoft Word, where they can be printed and/or saved.
Schools using the SCO Communications module can also choose to send correspondence to parents by email or text message.
Pupil Accounts Generate Mail Merge
To generate mail merge documents:
Click on the Reports tab
Select Account reports
Select Generate mail merge
Select from the following options:
Cafeteria account, General pre-payment account, All balances
Accounts in credit?(to generate a letter to all pupils with a current credit balance)
Click the down arrow below Select recipient and select a pupil. (If there are no pupils with debt, the drop down box displays <No pupils with debt>.)
If required, click the Filters button to filter for:
Minimum debt amount (the default is 0.01, i.e. 1p)
Maximum debt amount in pence
Exclude pupils whose family account is in credit?
Click OK
Attach statement report (to generate a copy of the Individual balance report)
Select the debtalltemplate (or another template you have created)
For schools using the SCO Communications module, select Email and/or Text if required
Select Generate
For information on amending the templates and creating new templates, refer to the section on Templates
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