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Tenant Statement showing all invoices owing

Have an easy way to remind tenants of invoices that are due (prior to becoming overdue), for example have a statement of outstanding items that can be sent without having the need to enter a new invoice

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AdminAngela Sutton (Admin, MRI Software) shared this idea  ·   ·  Report…  ·  Admin →

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  • Paul Abel commented  ·   ·  Report

    REST has a function where with a couple of clicks, you can generate a tax invoice that is a 1 page summary of any all items due for rent and outgoings. It reflects whether any part payment has been made, the balance due, date due etc.
    This concise summary is brilliant when chasing arrears. Currently, you have to refer to separate invoices generated on different dates which is a bloody nightmare and very time consuming.

  • Amanda Griffin commented  ·   ·  Report

    This! at the moment it appears you have to generate the tenancy overview to get somewhat of a "statement" but that is a lot of information included which is great for an overview but, we need a simple statement of current rent and accounts due / overdue that can be emailed to tenants directly from the system on demand - This is what is due, this is what you need to pay including the next period of rent due.

    Better yet, I wish the system had the ability to attach a link to a system generated statement (as at that day) for when you are creating communication emails / templates / automated emails for rent / accounts due / overdue (attach todays statement - yes / no).

    GeeDee had the ability to generate statements and it was amazingly simple but so user friendly - please add this sort of function to make our lives easier :)

  • Nyree Maloney commented  ·   ·  Report

    More Document codes for owner/tenant & property. Would be great to add like filesmart. (Owner ID, Court Docs etc)

  • Nyree Maloney commented  ·   ·  Report

    Would be great to have a tenant invoice / statement like REST had. We issue this to tenants at the end of a tenancy with all amounts outstanding. If we needed to go to court we could also issue this to the courts without having multiple invoices.
    this is very clear for a final balance for a tenant.