How to use manual events to send a rent demand on the day the rent is due

This article is linked to:

understanding events and actions

How to add actions to events

To carry out this go to settings>automated events

Step 1

Go to Settings>Your Account>Financials>Add Manual Event

Step 2

At this step you are creating an “event” when the transaction is created

Choose “On Creation”

Choose Transaction Types that relate to you

Step 3

At this point now that the event has been created you are ready to add the “action” that delivers the communication. How to add actions to events




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