Receipt Rules – Extend

Create and Update Receipt Rules

Creating and updating receipt rules is essential for managing financial transactions effectively. Here are the steps you need to follow:

1. Access the Receipt Rules Section
   Navigate to the settings section of your account where receipt rules can be modified.

2. Create a New Rule
   Click on the 'Add New Rule' button, and fill in the necessary details such as:

   • Rule Name
   • Description
   • Conditions
   • Actions

3. Update Existing Rules
   Locate the rule you wish to update and click the 'Edit' button to make the necessary changes.

4. Save Changes
   Be sure to save any changes you make to ensure rules are updated.

Send Receipt Reminders

Sending receipt reminders helps maintain accurate records and keeps users informed. Follow these steps:

1. Choose the Reminder Frequency
   Decide how often reminders should be sent (daily, weekly, etc.).

2. Select Recipients
   Choose which users or groups should receive the reminders.

3. Customize Reminder Message
   Write a personalized message that accompanies the receipt reminder.

4. Review and Send
   Review all details and send the reminders out.