Create an Auto Reminder Rule for Credit Notes

The system allows you to automatically send credit notes via SMS or email by creating an auto reminder rule for credit notes with specific conditions as required.

First, make sure to “Activate the SMS app” and “Add an SMS template” before creating the auto reminder rule.

1. From the main menu, click on “Templates.”
2. Click on “Auto Reminder Rules.”
3. Click the “Add” button and select “New Credit Note Rule” from the dropdown list.
4. Enter the credit note rule details as follows:
   • Name: Enter the name of the credit note rule as required.
   • Timing Field: Select from the dropdown list when to send the message automatically, either:
     • Credit Note Date: The date the credit note was created in the system.
     • Created Date: The date the credit note was updated in the system.
   • Send On: Select from the dropdown list when to send the message, either:
     • Instantly: The message will be sent at the time of creating or updating the specified credit note immediately.
     • After: The message will be sent after the specified creation or update date.
     • Enter the number of hours/days/months after creating or updating the credit note when the message should be sent.
   • Channel: Select “SMS” from the dropdown list as the required sending method.
   • Channel Template: Select the required message template from the dropdown list.
     • Notes:
       • You can click the “New Template” button next to “Channel Template” to add a new template.
       • For more details on how to add a new template, refer to the “Adding an SMS Template” guide.
   • Active: Check this box to set the reminder rule’s status to “Active,” or uncheck it to deactivate the rule.
   • Valid Until: Set the period during which the reminder rule is valid to send a specific credit note, specifying (hour, day, or month) from the dropdown list.
     • Example: If one day is selected as the validity period, the system will attempt to send the credit note message. If it fails, it will continue trying for 24 hours only.
5. Click the “Save” button.

• If a new credit note is created that meets the conditions specified in this reminder rule, the system will send it as a text message according to the specified timing, message template, and other settings.