FAQ > Automation

How can you Automate sending of Rent Receipts?

Users have the ability to automatically email/publish Rent Receipt from Automation center.

You just have to set the day of the month from the automation center. The automation will run every month at the day of month specified,starting the following month.

Steps to automate sending of Rent Receipt:

1.Here I have 2 tenants with active leases:

a)John (email: John@abc.com), fixed term,rent $1000,due date: 1st.

b)Sam (email: Sam@abc.com), fixed term,rent $2000,due date: 1st.

(For Sam tenant portal has been Setup.)

2. Click on ‘Automate’ on the top of the page.

3.This will take you to ‘Automation Center’ page.

Click on ‘Rent Receipt’ link.

a.Check ‘Automatically Send Rent Receipt Emails’ checkbox.

b.Select the Day of month the Rent Receipt should be emailed/published.

Here I selected 7th.(Today is July 2nd)

c.Click Save button.

4.On July 12th,

a)for tenant Joey Rent Receipt will be emailed.

b)for tenant Mike Rent Receipt will be published.

The same can be seen in Tenant Communication History page.

Note:

1)The Rent Receipt automation rule is simple : the automation system generates the Rent Receipt just as if the PM clicked on the button in the ‘Generate Rent Receipt page’ on the day specified.

2)The date range used for the generation of the receipt will be from Beginning of Month to End of Month, where the Month is the month the automation is ran.