Fease Support
How do I download account lists and reports from Fease?
Summary: Schools can now download account details and reports in bulk using download options in the account list view. This allows for data export, analysis, and reporting outside of Fease. Fease > Debtors > Accounts > Download What Can I Download? ...
How do parents access statements from SMS reminders?
Summary: All SMS reminders now include a clickable link to the parent's statement, allowing them to view their debt directly from the text message without requiring email access. SMS Communications > Auto-linked statements What is a Statement Link in ...
How do I add a personalised school signature to emails and letters?
Summary: Schools can now add a personalised digital signature to all emails and letters sent through Fease. This includes the principal's or finance officer's signature, making communications feel more personal and official. Fease > Configuration > ...
How do category filters work on statements?
Summary: Parents can now filter their statement by fee category (tuition, bus, extras, etc.) to see a breakdown of what they owe in each area. The statement defaults to the category matching the workflow that triggered the communication. Parent ...
How do I track Activities on debtor accounts?
Summary: The Activities feature in Fease allows schools to record tasks, follow-ups, and important notes directly on debtor accounts. Activities appear on the dashboard for easy tracking and management. Fease > Debtors > Accounts > [Account] > ...
What does the Section 41 Letter label on my statement mean?
Summary: When a parent views their statement, they can see a red "Section 41 Letter" label if their account has received a formal legal notice. This article explains what the label means, how long it appears, and what parents should do. Parent Portal ...
How do I edit and complete a Promise to Pay (PTP) commitment on Fease?
Fease now allows you to edit and complete Promise to Pay (PTP) commitments directly on the platform, without having to go into d6 Finance to complete the PTP arrangement there. This article covers how to edit a PTP, mark it as complete, and mark it ...
How do I send communication to only a specific grade?
Fease workflows let you target communication to accounts based on the learner's grade, rather than sending to every account in a workflow action. This article explains how to filter and send communication to a specific grade only. Workflows > ...
How do I send follow-up reminders or Section 41 letters of demand to specific debtors only?
This article explains how to send follow-up reminders or Section 41 registered letters of demand to a selected group of debtors, rather than to every account listed under a workflow step. It is intended for finance and debtor management users who ...
How do I Disable an account?
This article explains how to disable a debtor account in Fease. Disabling an account stops all communication to the debtor indefinitely, until the account is manually reactivated. Debtors > Accounts How do I disable a debtor account? Navigate to ...
How do I Pause an account?
This article explains how to pause a debtor account in Fease. Pausing an account temporarily stops follow-up communication until a chosen date, without disabling the account entirely. Debtors > Accounts How do I pause a debtor account? Navigate to ...
How to disable communication for a parent on Fease
This article explains how to prevent a specific parent from receiving any further automated or manual communications from Fease. You can disable both email and SMS communication for a parent directly from their account record. Debtors > Accounts What ...
When does Fease automatically send out communication?
Fease can automatically send follow-up communication to debtors on your behalf, based on the number of days outstanding on each follow-up action. This article explains when automatic communication is sent, what can prevent it, and what to do if you ...
Understanding Age Brackets in Fease
Fease categorises every debtor account into an age bracket based on how long fees have been outstanding. This determines which follow-up action is triggered in your workflow. This article explains each bracket and what it means for your school's debt ...
Does Fease automatically place accounts into follow-up actions?
Fease automatically places debtor accounts into the relevant follow-up actions within your workflow, based on the ageing of each account. This article explains how the automatic allocation works and what to expect if your school is new to the Finance ...
Sticitt reconciliation for Fease - Transfer and Reconciliation
This article explains how to transfer the net Sticitt payout from the Fease Collection account to the school's main bank account, and how to complete the cash book reconciliation in d6 Finance. It is the final step in the Sticitt payment ...
Sticitt reconciliation for Fease - Allocating Payments
This article explains how to record the total Sticitt transaction fees as a single direct payment in d6 Finance. It is intended for school finance administrators completing a Sticitt reconciliation via the d6 Fease product. This step must be ...
Sticitt reconciliation for Fease - Allocating the receipts
This article explains how to capture a cash book receipt in d6 Finance for each debtor listed on a Sticitt payment report. It is intended for school finance administrators completing a Sticitt reconciliation via the d6 Fease product. This process ...
Sticitt reconciliation for Fease - Payments made with d6Pay via Fease Overwiew
This article explains how to reconcile Sticitt payments received via the d6 Fease product. It is intended for school finance administrators who process parent payments made through the Sticitt platform. The reconciliation consists of four steps — ...
How do I manually send out communication?
This article explains how to manually send out communication to your debtors when your automation is set to disabled. It is intended for Fease administrators who need to trigger reminders on demand rather than relying on scheduled automation. ...
How do I filter the learner names in reports?
This article explains how to adjust the view in financial reports to display individual learner names, making it easier to search for specific students and see a breakdown of debt by category. How do I filter by learner name in reports? By default, ...
How do I add a Note?
This article explains how to add notes to a debtor account in Fease to keep a clear track record of all communication and important information received from a parent or guardian. What is the purpose of adding a note to an account? Notes allow you to ...
What is a Fallback Action?
This article explains what Fallback Actions are in Fease, how they work, and how to configure them to ensure debtors still receive communication when primary delivery methods fail. What is a Fallback Action? A Fallback Action acts as a "Plan B." If ...
What are Ad Hoc Actions?
This article explains Ad Hoc Actions in Fease, covering how to configure and manage Promise-to-Pay reminders and Abandoned Payment reminders as automated follow-up processes separate from standard workflows. What are Ad Hoc Actions? Ad Hoc Actions ...
Promise to Pay Management
This article explains how to record, manage, complete, and delete Promise-to-Pay (PTP) entries for debtor accounts within the Fease platform and d6 Finance. Debtors > Accounts What is the purpose of a Promise-to-Pay (PTP)? A PTP is a record used to ...
Fease AI Insights Agent
This article explains what the Fease AI Insights Agent is, how it differs from the Fease Support Agent, and how your school's financial data is kept private and POPIA compliant within the d6 environment. Please note: The Fease AI Insights Agent is ...
What does Fease cost for letters, SMS, and services?
This article lists the costs for billable actions in Fease, including legal letters, SMS messages, and other services. It is intended for school administrators and bursars managing Fease expenditure. Fease > Reports > Communication Statement Report ...
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 troubleshoot SMS delivery failures in Fease?
This article explains common reasons why SMS reminders fail to reach parents in Fease and how to diagnose and resolve the issue. Fease > Reports > Actions Report What are common causes of SMS failure? Invalid mobile number: The number on file is ...
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 cashless payments and the Pay Now button work?
This article explains how the cashless payment integration works in Fease, enabling parents to pay outstanding fees directly from their statement via the Pay Now button. Fease > Configuration > Settings > Cashless Integration How does the cashless ...
Why do balances differ between d6 and Fease?
This article explains why the total outstanding balance in Fease may differ from d6+ Plus Finance, what causes these discrepancies, and how to reconcile them. Fease > Dashboard Why do balances differ? The discrepancy stems from how the API ...
How do I use the Financial Metrics and User Activity Reports?
This article explains how to use the Financial Metric Report, User Activity Report, and Notes Report in Fease for high-level financial insight and system audit purposes. Fease > Reports What does the Financial Metric Report show? Access via Reports > ...
How do I use the Payments and Promises to Pay Reports?
This article explains how to use the Payments Report and Promises to Pay Report in Fease to track cashless payments and monitor payment commitments made by parents. Fease > Reports What does the Payments Report show? Access via Reports > Payments ...
How do I use the Account Activity and Communication Reports?
This article explains how to use the Account Activity Report and Communication Statement Report in Fease to track debtor engagement with communications and monitor your communication expenditure. Fease > Reports What does the Account Activity Report ...
How do I use the Age Analysis Report?
This article explains how to use the Age Analysis Report in Fease to understand how outstanding debt is distributed across different age brackets, fee categories, and individual accounts. Fease > Reports > Age Analysis Report What does the Age ...
How do I use the Transactions Report?
This article explains how to use the Transactions Report in Fease to view all financial transactions, track debit order payments, and identify bounced collections. Fease > Reports > Transactions Report What does the Transactions Report show? Payments ...
How do I use the Actions Report?
This article explains how to use the Actions Report in Fease to view a timeline of all follow-up actions executed by the system, including delivery statuses and scheduled future actions. Fease > Reports > Actions Report What does the Actions Report ...
How do I download Section 41 proof of delivery?
This article explains how to access and download the delivery certificate for a Section 41 Registered Letter of Demand in Fease. It also covers the Section 41 indicator that appears on statements. This certificate serves as legal proof that the ...
What is a Section 41 registered letter and how do I send one?
This article explains what a Section 41 Registered Letter of Demand is, its legal significance, cost, prerequisites, and how to configure and send it in Fease. Fease > Configuration > Workflows > [Action] What is a Section 41 registered letter? A ...
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