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How to generate and send rent receipts?

A rent receipt confirms the payment of the rent and charges. You can generate rent receipts for several contracts at once and send them to your tenants.

Written by Pauline Marchand

Prerequisite: the payments received must be associated with the amounts due. A contract whose amounts for the period are not fully paid appears under Errors and does not generate a receipt.
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Steps

  1. In the left-hand menu, click Rent receipts, then Generate rent receipts.

  2. Select contracts. At the top, filter if needed (Owner, Receipts, period via From / Until) and click Apply. By default, all contracts whose rent and charges for the period are paid are ticked. Untick the ones to exclude.

  3. Check the Errors section at the bottom: it lists the contracts that cannot be generated (amounts not fully paid). If needed, associate the relevant payments first, then try again.

  4. Click Next.

  5. Summary. Check each row: the Sending method that will be used, the Document preview (PDF icon), and Send immediately (set to Yes to send upon generation, No to send later).

  6. Click Generate rent receipts.

Receipts with Send immediately on are sent upon generation. The others keep the To send status and can be sent later from the list.
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You then find the receipts in the Rent receipts menu (status To send or Sent) and the sent communications in the Communications tab of the relevant contract.
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👉 See also (automatic sending): How to automate the sending of rent receipts.

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