Fease Support
What is a Letter of Demand and how do I send one?
This article explains what a Letter of Demand is, when it is sent, how much it costs, and how to configure it as a workflow action in Fease. The Letter of Demand is a formal legal step in the debt recovery process. Fease > Configuration > Workflows > ...
How do I customise SMS templates in Fease?
This article explains how to create and edit SMS templates for workflow actions in Fease, including character limits, merge fields, and linking templates to actions. Fease > Configuration > Templates How do I create or edit an SMS template? Navigate ...
How do I customise email templates in Fease?
This article explains how to create and edit email templates used in automated workflows, including how to use merge fields and link templates to workflow actions. Each template must have both English and Afrikaans versions. Fease > Configuration > ...
How do I monitor workflow success rates?
This article explains how to view the success percentage of each workflow action in Fease and understand what counts as a successful outcome. It helps you assess whether your communication strategies are effective. Fease > Workflows Where do I find ...
How do I run and schedule workflows?
This article explains how to manually run workflows, use the Schedule All function, and understand the difference between automatic and manual workflow execution in Fease. Fease > Workflows How do I schedule all workflow actions at once? From the ...
How do I add follow-up actions to a workflow?
This article explains how to add, configure, and customise individual follow-up actions within a Fease workflow, including setting age brackets, action types, recipients, and templates. Fease > Configuration > Workflows > [Workflow] How do I add a ...
How do I create a new workflow in Fease?
This article explains how to create a new automated workflow in Fease, define its name, and configure whether it runs automatically. Workflows are the core mechanism for managing debt collection sequences. Fease > Configuration > Workflows What is a ...
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] ...
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 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 ...
How do I set up my school logo and details in Fease?
This article explains how to upload your school logo and configure school details that appear on statements and communications sent to parents. Most details are synced from d6+ Plus Finance. Fease > Configuration > School Details How do I upload my ...
How do I configure statement and payment settings?
This article covers how to configure the statement layout, cashless payment integration, bank details display, and email personalisation settings in Fease. These settings control what parents see when they receive a reminder. Fease > Configuration > ...
How do I configure workflow automation and follow-up settings?
This article explains how to configure the automation behaviour, follow-up timing, thresholds, and notification settings that control how Fease sends reminders to parents. These settings apply globally across all workflows. Fease > Configuration > ...
How do I access Fease configuration settings?
This article shows you how to navigate to and access all Fease configuration settings, including General Setup, School Setup, and Workflow Review. It is intended for school administrators setting up Fease for the first time or adjusting existing ...
What is Fease and how does it help my school?
Fease is a debt management platform built for South African schools. This article explains what Fease does, who it is for, and how it connects to d6+ Plus Finance to automate fee follow-ups and improve parent communication. Fease > Dashboard What ...