In this article, we represent the functions and details of actions in the Rules Engine.

Assign workflow - Assigns an existing workflow to a trigger event. You must choose a workflow in the provided dropdown. You can choose both active and inactive workflows. You can use this action to switch a customer from one workflow to another.

Exclude customer from workflow - Excludes a customer from the current workflow.

Create ToDo Item - Creates a ToDo item which you must configure using the provided settings.

Enable payment methods - Enables ACH or Credit card payments for the customer separately or simultaneously.

Disable payment methods - Disables ACH or Credit card payments for the customer separately or simultaneously.

Schedule a call - Creates a ToDo item with a scheduled call assigned to the appropriate AR manager.

Add a note to a customer - Creates a note for a customer, making it available on the Statement page > Activity panel > Notes tab.

Exclude invoice from workflow (only for Invoice Events) - Excludes an invoice from the current workflow that contains the invoice. 

Include invoice to workflow (only for Invoice Events) - Includes an invoice in a customer's current workflow. 

Send an e-mail reminder - Sends an email reminder to defined recipients. To learn how to create email templates, see the Creating Email Templates‍ article.

If you set the Rule for the workflow, it will send a reminder for every single invoice which follows the set conditions. If you don't want multiple e-mails to be sent you can use the "Run for the oldest invoice only" checkbox in the workflow settings.

Attaching Documents to Email Reminders:

You can choose to attach specific documents to the email reminder.

You can use the following options for attaching documents:

• Attach PDF of the open invoice that triggered the action - Only available for invoice type events.

If checked, the Attach Supplemental Document(s) of the invoice that triggered the action check box becomes available and checking it will include all the attached invoice level supplemental documents for which you checked the Available in Workflows check box when uploading/ editing them.

• Attach PDF of the credit memo that triggered the action - Available only for Credit Memo Type of events.
• Attach open invoice PDF(s) - Available for all events.
  You can select which open invoices to attach based on their expected payment date using the provided options.

Additionally, checking the Include Invoice Supplemental Document(s) check box will include all the  attached invoice level supplemental documents for which you checked the Available in Workflows check box when uploading/ editing them.

• Attach open credit memo PDFs - Available for all events. Only the 200 most recent credit memos are attached.
• Attach Customer Statement PDF - Available for all events.
• Attach Child Customer Statement PDF - Available for all events.
• Attach Customer Statement Excel - Available for all events.
• Attach Child Customer Statement Excel - Available for all events.
• Attach Customer Supplemental Documents - Available for the Send mail and Send an email reminder Action types.
  To learn more about customer level supplemental documents, see the Customer Level Supplemental Documents‍ article.
• Attach Payment Receipt - Available for the following events: Partial payment made through YayPay and Payment made through YayPay.

• Business Supplemental Documents - Available for the Send mail and Send an email reminder Action types. To learn more about business level supplemental documents, see the Business Level Supplemental Documents‍ article.

Adjusting Content of Dynamic Tables in Email Reminder Templates:

This section describes the use of the Include invoices by bucket to Open Invoices/Open Documents Table options.

It is only applied when one of the following dynamic tags is used in the selected email template:

• Customer Open Invoices Table‍
• Open Documents Table‍

Use it to specify (with the provided options) which open invoices to list in the given dynamic table based on their expected payment date.

Add a note to an invoice (only for Invoice Events) - triggered by chosen event note is created for a customer, and will be available on the Statement page > Activity panel > tab Notes with the Invoice number in the heading

Assign AR Specialist - will assign a chosen AR (can be used to assign or change an AR) 

Assign CS specialist - will assign a chosen CS (can be used to assign or change a CS) 

Assign Sales representative - will assign a chosen Sales (can be used to assign or change a Sales) 

Call invoice delayed event - is used for creating delayed events and should be created along with Invoice delayed event

Call customer delayed event - is used for creating delayed events and should be created along with Customer delayed event