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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>financials>add a manual event

Step 1

To carry out this go to settings>automated events>financials>add a manual event

 

Step 2

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

Choose “On Creation”

Set the conditions:

  1. Choose Transaction Types that relate to you (Direct rent and/or rent charge)
  2. Due date is today (type due date)

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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