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How to create rent requests?

A rent request is a document sent to the tenant to announce the amount of rent and charges for the upcoming period. You can generate them for several contracts at once and send them.

Written by Pauline Marchand

Steps

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

  2. In Owner, choose an owner (or All owners).

  3. For each contract, adjust the Period if needed with the / arrows, then tick the relevant contracts (use the header checkbox to select all, or the search bar). Click Next.

  4. Summary. For each row, check the Period, preview the Document (PDF icon) and set Send immediately (Yes / No). Click Next.

  5. Communication. Check the recipients (Email recipient, Letter recipient, and if needed Cc / Bcc), and the content of the message to which the rent request is attached as a PDF.

  6. Click Send to send now, or Send later to send afterwards.

🚧 This is a grouped communication: the same content is sent to all recipients, and anyone in Cc is copied on every send. Do not include information intended for a single tenant.

You then find the rent requests in the Rent requests menu (status Not sent or Sent) and the sent communications in the Communications tab of the relevant contract.

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