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How to automate the sending of rent receipts?

With automation, Smovin generates the rent receipt and automatically sends it to the tenant as soon as the rent and charges for the period have been paid.

Written by Pauline Marchand

⚠️ As long as the payments received are not reconciled with the expected rent or charges, the rent receipt cannot be sent automatically.
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📮 The sending method and recipients follow your sending preferences. See: How to set your sending preferences.
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Steps

  1. In the left-hand menu (at the bottom), click Settings.

  2. In the settings panel, click Automations.

  3. On the Rent receipt block, click Customize automation.

  4. Turn on the Automate the sending of rent receipts for all contracts toggle.

  5. In Send automatically rent receipts, check the sending condition (by default: as soon as the rent and charges are paid).

  6. In Start sending receipts automatically from, choose the start month.

  7. To exclude a contract, in Exceptions click Add an exception, select the Contract, then set Automatic receipt to No.

  8. Click Confirm.

You find the automatically sent rent receipts:

  • on the relevant contract's page (Communications tab);

  • in the Rent receipts menu;

  • in the Communications menu.

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