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Email Move out Receipts

87ambie87ambie NARegistered User, Daily Operations Certified, Advanced Operations Certified, myHub Certified
edited November 2018 in SiteLink General Discussions
Can anyone help in regards when a tenant moves out, we can send them an email receipt at the time of move out.  Thanks 

Comments

  • skinmanskinman KSRegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    I think it only prompts you to print one during the move out and don't recall if you can change that, but you can go into any moved out account's payment screen.... go to letters, and pull up the move out receipt to print or email. using either :

    Adjustments<Moved out accounts<Highlight tenant<Next<Letters<Find the receipt and choose filled document
    or
    Payments<uncheck box "show only current tenants"<Highlight tenant<Next<Letters<Find the receipt choose filled document

    If you have unit deposits that you refund, you can get to the receipt through the drop down reminder list of refunds to process after the move out as well.
  • skinmanskinman KSRegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    You can also go to company...Forms... and click past at the top, find the tenant etc..etc

    There are multiple ways around the barn. :)
  • Sue_CSue_C NADaily Operations Certified, Advanced Operations Certified, Administrator Certified ✭✭✭✭✭
    skinman said:
    I think it only prompts you to print one during the move out and don't recall if you can change that, but you can go into any moved out account's payment screen.... go to letters, and pull up the move out receipt to print or email. using either :

    Adjustments<Moved out accounts<Highlight tenant<Next<Letters<Find the receipt and choose filled document
    or
    Payments<uncheck box "show only current tenants"<Highlight tenant<Next<Letters<Find the receipt choose filled document

    If you have unit deposits that you refund, you can get to the receipt through the drop down reminder list of refunds to process after the move out as well.
    skinman said:
    You can also go to company...Forms... and click past at the top, find the tenant etc..etc

    There are multiple ways around the barn. :)

  • 87ambie87ambie NARegistered User, Daily Operations Certified, Advanced Operations Certified, myHub Certified
    Thanks for the help @skinman
  • 87ambie87ambie NARegistered User, Daily Operations Certified, Advanced Operations Certified, myHub Certified
    Is there a way to have the system prompt an email in the move out screen instead of going in and doing it manually each time?
  • BlacksburgSSBlacksburgSS VARegistered User
    A far simpler way is to set your move out receipt under the CRM Campaign Schedule and set it to email prompt at move out. As soon as you move the customer out it'll pop up under your reminders/tasks. zap it off, done. 
  • BlacksburgSSBlacksburgSS VARegistered User
    You will also have the ability to preview the receipt and edit it which comes in handy because unless you are back dating move outs that move out a day or so into a new rent period you will constantly have balances show on your receipts which customers are not going to like. 
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