To carry out this go to Settings>Automated Events>financials>Manual event
Before setting this up you must ensure the transaction has been created in advance of the due date. To do this set up your recurring charges with days in advance. To do this go to the recurring charge>days in advance. We recommend when creating your tenancies use the days in advance field on page 3 of the add tenancy page
Go to Financials>Add Manual Event
What you are at this step is creating the “Timed Event“- “Rent Demand 5 Days Before” it is due
Choose “Due Date” i.e the date the transaction is due to be created and type in “+5 days” – This means that in 5 days when the transaction will be created
At this point now that the event has been created you are ready to add the “Action” that delivers the communication
Add the action:
At this point decide how you want the message delivered
In the example below I have chosen: Send Notifications
If you want more than one method of delivery create another action.
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