Automations · FlintPOS Wiki

Schedule repeat office work

Use an automation to send a report, statement, or reminder on a set schedule. Choose the task, who should receive it, and when it should run.

Where to find it

Open Settings > Automations. Existing automations appear in a list with their enabled state, schedule, and edit or delete controls.

Product locationSettings > Automations

Before you start

Use an admin or manager account with access to this setting. Set up email in Communications. Check the email address and store time zone before you send anything.

Set up a repeat task

Open Settings > Automations. Choose New.
Enter a clear Name. Add a Note if staff need more detail.
Choose the Action. For a report, choose Report and Report Period.
Enter Recipient Email. Check the address.
Choose how often to run, the day, and the time. For billing work, check the cycle close day and reminder delay.
Choose Save Automation. Review the next run, then enable it.
Use Run Now only when you are ready to send a real one-time result. Use Edit to change the task or Delete to remove it.

Schedule choices

Choices to check before sending
Choice	Meaning
Enabled	Turn this on when the task is ready to run. Leave it off while you set it up.
Action / Report	Choose the job and the report period it should use.
Reminder cadence	Choose how often to remind customers. Check the days after the due date as well.
Run Time	Use the store time zone. Pick a time when staff can review a problem.
Recipient Email	Use an address someone checks. Confirm the spelling before you turn on repeat sends.

Check a run

The task runs on the saved schedule. Check its result and the email received. Run Now runs the task once and keeps the saved schedule.

Examples: choose a schedule that matches the work

For an Email scheduled report, a daily run covers the previous day. A weekly run covers the previous calendar week. A monthly run covers the previous month. Sales Summary also has its own Report Period choice. Check that range before saving. For overdue reminders, enter how many days after the due date to wait. If you choose 5 days and weekly reminders, the first reminder starts five days after the due date. Later reminders follow the weekly schedule. Check the store time zone and email before you turn it on.

For account billing, a cycle close day of 31 means the end of the month. A statement send day of 1 sends at the start of the next cycle. Changing a schedule does not change a customer's balance. Run Now sends one run; the saved repeat schedule stays in place.

Troubleshooting

If an automation does not run, check that it is enabled, the schedule is valid, and the store time zone is correct.
If an email is not received, test Communications and confirm the email address.
If a report is empty, review its period and whether allowed records exist for that period.
If a reminder is sent too early or late, review both its cadence and days-after-due-date value.