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What are notification rules and how do I turn one on or off

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What are notification rules and how do I turn one on or off. Notification rules document and control the automated messages: each rule shows its trigger event, days offset, channel, recipients and template.

The steps, written out

  1. Open Notification rules.
  2. Press the On / Off button of a rule to switch it.
  3. To change one, press Edit; to add one, press New rule (New rule).

Tip

A deactivated rule stops the matching message, and its template is switched off too unless another active rule still uses it. Payment-reminder timing is set in Billing settings. Only Owner / Administrator and Office Manager can change rules.