How do I view account details and take actions on an account?

How do I view account details and take actions on an account?

This article explains what information is available when you open an individual debtor account in Fease, and what actions you can take such as adding notes, recording promises to pay, and pausing follow-ups.

Fease > Debtors > Accounts > [Account]

What information can I see on an account?

  • Account summary: Outstanding balance, age of debt, current workflow step, and contact details.

  • Transaction history: All debits, credits, and payments — synced from d6+ Plus Finance.

  • Communication history: Every email, SMS, and letter sent, including delivery status (delivered, opened, bounced).

  • Notes: All notes recorded against this account. Notes sync with d6+ Plus Finance.

What actions can I take on an account?

  • Add a note: Record information about parent conversations or arrangements. Notes can be scheduled for follow-up.

  • Record a promise to pay: Log when a parent commits to paying by a specific date. Promise-to-pays are managed and completed in d6+ Plus Finance.

  • Pause follow-ups: Temporarily stop automated workflow actions for this account (useful for accounts with exemptions or active arrangements).

  • View statement: See the full statement as it would appear to the parent, including the payment link if cashless integration is enabled.

Frequently asked questions

Do notes I add in Fease appear in d6+ Plus Finance?

Yes. Notes sync between Fease and d6+ Plus Finance, so any note you add in either system will be visible in both.

How do I un-pause an account that was paused?

Open the account detail view and toggle the pause setting off. The account will then resume receiving workflow actions as scheduled.

Can I see whether a parent opened the email I sent?

Yes. The communication history on the account detail view shows delivery status for each communication, including whether the email was delivered, opened, or bounced.

Last updated: March 2026  |  Version 2.0

© Copyright d6 group (Pty) Ltd.

    • Related Articles

    • How do I view and filter debtor accounts?

      This article explains how to browse, filter, and search debtor accounts in Fease. It covers the accounts list, available filters, and how to navigate to individual account details. Fease > Debtors > Accounts What does the accounts list show? The ...

    • How do I manage users and permissions in Fease?

      This article explains how to add, remove, and assign roles to school staff in Fease so they have the correct permissions for fee-related tasks. It is intended for school administrators managing system access. Fease > Configuration > System Users How ...

    • How do I fix missing contact information in Fease?

      This article explains how to identify accounts with missing contact details in Fease and how to fix them so that workflow actions can be scheduled and sent successfully. Fease > Dashboard / Workflows How do I identify accounts with missing contacts? ...

    • How do I manage unfulfilled payment arrangements in Fease?

      This article explains how to identify and handle broken payment promises in Fease, including how to resume follow-ups and escalate accounts where arrangements have not been met. Fease > Dashboard / Reports > Promises to Pay How do I identify broken ...

    • How do I read the Fease dashboard?

      This article explains the key metrics, graphs, and summary information displayed on the Fease dashboard. It is intended for school administrators who need to understand their school's financial position at a glance. Fease > Dashboard What key metrics ...