Email Move out Receipts

Comments

• skinman KSRegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭

  October 2018

  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.

  2
• skinman KSRegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭

  October 2018

  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.

  2
• Sue_C NADaily Operations Certified, Advanced Operations Certified, Administrator Certified ✭✭✭✭✭

  October 2018

  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.

  
  

  0
• 87ambie NARegistered User, Daily Operations Certified, Advanced Operations Certified, myHub Certified ✭✭

  October 2018

  Thanks for the help @skinman

  1
• 87ambie NARegistered User, Daily Operations Certified, Advanced Operations Certified, myHub Certified ✭✭

  October 2018

  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?

  0
• BlacksburgSS VARegistered User ✭

  November 2018

  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. 

  4
• BlacksburgSS VARegistered User ✭

  November 2018

  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. 

  1