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How to use automation to be notified the registered deposit has been paid and requires registration

This article is linked to understanding automation

A registered deposit must be registered within 30 days of receipt. Whilst on the dashboard Arthur has an indicator box a user may want a notification or email or SMS to remind them the deposit remains un-registered.  after the receipt of funds

To create a custom trigger, go to preferences>automation

 

 

Step 1

Choose the area for the custom trigger

 

 

Step 2

Choose to create as it’s on the creation of the receipt

 

 

Step 3

Name and set the conditions. here we are receiving notification after 14 days of receipt

Please ensure the created date is written as -14 days. If you want to be notified on the day simply write the word Today

 

 

Step 4

Add action. This linked to adding actions to triggers

 

 

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