Families & Students

How to find families with overdue payments

Quick answer: Build a smart list filtered by tuition payment status set to "overdue."

Step-by-step

1. Open Contacts and click + Smart List.
2. Click Advanced Filters.
3. Search for the tuition payment status field.
4. Set operator to Is, value to "overdue" (or your school's equivalent term).
5. Add a nested filter: tag Is the current academic year.
6. Click Apply.
7. Save as "Families with overdue tuition."

What to do next

• Send an automated payment reminder to the list. Most schools have a standard "your payment is overdue" sequence already set up.
• For chronic overdue families, your billing team may want to follow up personally.
• Export the list for your finance team's records.

Tips

• "Overdue by 30 days" and "overdue by 90 days" are different conversations. If your school distinguishes them, build separate smart lists using date-based filters.
• Don't include withdrawn families. Filtering by current academic year tag excludes them automatically.

Related articles

• How to create a smart list