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

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

Add the action:

At this point decide how you want the message delivered

  • Email
  • SMS
  • Push notification

In the example below I have chosen “push notifications”

If you want more than one method of delivery create another action.

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