Custom Alert Detailed Documentation

How to use the Custom Alert Add-On?

• After purchasing the Custom Alert Add-On, go to the sidebar and click on the Custom Alert option.
• You will see a page that displays the list of all previously created custom alerts.
• To create a new custom alert, click on the Create button given at the top of the page.
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• First, you need to select the alert type that best fits your requirement.
• After selecting the alert type, you will find a show type option where you can choose between “Now” and “Custom”.
• If you choose the show type as “Now”, the alert will be sent immediately to all selected users.
• If you choose the show type as “Custom”, you can select whether the alert is related to an invoice or a bill.
• There is an enable button given, if you enable that button, the alert will be sent to the customer/vendor on the due date of that bill or invoice.
• You can also set how many times you want the alert to be shown to the selected users.
• When you select the Show Type as “Now”, you will be able to choose multiple users who will receive the alert instantly.
• When you select the Show Type as “Custom”, you will see additional fields where you can choose a module, such as “Invoice” from under General or “Bill” from under Accounting Add-On.
• If you select the Invoice module, another dropdown will appear allowing you to select a specific invoice from the list.
• Once you select a particular invoice, only the customers assigned to that invoice will see the alert when they log in.
• If you select the Bills module, another dropdown will appear allowing you to select a specific bill from the list.
• Once you select a particular bill, only the vendors assigned to that bill will see the alert when they log in.
• There is also a “Number of Days” field where you can enter a number before the alert.
• The number you enter will be added to the current date, and the alert will start showing before the number of days that date is reached.
• This automation works on the due date of bills and invoices, which means the alert will be sent to the customer/vendor on the due date itself.
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• After you create the custom alert, it will be visible on the custom alert page including all the details like alert type, show type, module, automation field, users, number of days,enable or disable, show times, date, message where you can view the message, and an action column from where you can edit or delete the alerts easily.
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