How to send a tenant confirmation that their rent has been paid

This article explains how to automate confirmation of receipt of rents

Step 1

Create a custom trigger

Choose financial created as this trigger looks for the creation of a transaction (Receipt)

Add conditions. Ensure that both were of entering receipts are considered

1. Entering a receipt and then allocating it to the payment. This uses transaction type “Tenancy receipt“
2. Paying off the charge directly This transaction type is “Rent received from tenant”

Once saved the trigger and action will be found in aitomation>financials