Create an Auto Reminder Rule for Refunds

The system allows you to automatically send refund receipts via SMS or email by creating an auto reminder rule for refund receipts 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 Refund Receipt Rule” from the dropdown list.
4. Enter the return invoice rule details as follows:
   • Name: Enter the name of the return invoice rule as required.
   • Payment Status: Select the payment status from the dropdown list based on the need. Choose one of the following options:
     • Unpaid
     • Partially Paid
     • Paid
   • Send On: Select from the dropdown list the time to send the message, either:
     • Instantly: The message will be sent at the time of creating or updating the selected return invoice 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 refund receipt 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 on 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 refund receipt, 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 refund receipt message. If it fails, it will keep trying for 24 hours only.
5. Click the “Save” button.

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