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storing tenant's credit card information
how do you store a tenant's credit card information without selecting the auto debit option at Move-In?
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download documents
How do you download a document (such as a vehicle title or insurance) to a customers acct? all I can seem to get is a small corner, the same size as the drivers license we scan in.
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Linking tenant units
What is the procedure to link tenant or unit. Tenant had unit. In Lead to Lease the tenant was added again instead of searching the database. I know there are hot keys for this but don't remember. I assume I do it in Company, Unit & Tenants, Add/Edit Tenants.
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Customer is paying for several months with a discount
How do I accept payment on 4/1/18 for April, May and June rent and give them a discount?? It seems to just show me the date range of 4/1-4/30/19 as paid.
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Email Move out Receipts
Can anyone help in regards when a tenant moves out, we can send them an email receipt at the time of move out. Thanks
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Year Invoicing
Hi Everyone! So, I have a lot of customers who pay yearly. So far, for the past (almost) year that I have been running SiteLink at my facility, I have been creating their invoices manually because I haven't figured out how to have a yearly invoice automatically generated. Any tips on this would be greatly appreciated. :)…
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How do you attach a form/brochure to predefined e-mail?
Our company recently started to require proof of property protection to all of our units. We have a predefined letter that state their Home Owner/Renters insurance declaration page is about to expire. We are suppose to attach a Property Protection brochure with the e-mail, but for the life of me I cannot figure this out.
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NSF
Trivial question...........How do you turn off the "flashing" NSF symbol on the tenant's payment screen. Thanks in advance :)
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Reserving "unavailable" Unit
When our units are vacated we code them unavailable until they are cleaned and ready to rent. I have unit that is on the list to be prepped that I want to reserve for a tenant. How can I do this?
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Sitelink reports
Is there a place in Sitelink reports to view how many tenants utilize the online payment option? I see CC, ACH but no specifically for web payments.
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Length of Stay Report?
Hello, Is there a way to see how long each tenant has stayed? (like 1 month stays vs 6 months)?
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Renting a unit for just 1 month
We are rolling out Sitelink at our first location and currently everything is done old school by hand with ledgers. Rental is a month to month with a minimum of 30 days. Currently if a tenant will only be with us for a month or less, we will take the day they rented and count 30 days. i.e Tenant moves in 6/11/18, we charge…
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Editing move out date
Once you have moved out a tenant and re-rented the unit, is there a way to change the vacate date on the previous tenant when processing a refund?
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When issuing a Credit, where can I give the Reason why?
When issuing a credit in a tenant's ledger, why am I not prompted to give a reason why the credit is being issued? When doing an Administrative Adjustment, you are prompted to give a reason why. I feel Sudden-link should require the same for a Credit issued. I know I can type the reason in notes, but I would like it…
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Pro rate ledger after move out
Can I Pro rate an account AFTER move out was already performed? I know you can pro rate at the time of move out, but if that wasn't done and you want to pro rate and credit back $ to the moved out tenant, can that be done after the fact?
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Take a one time ACH payment
We are new to sitelink and i was wondering if there was a way to take a one time ACH payment from a customer? I have done ACH payments for customers who have it on auto bill.
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Modify units, must add note
I understand why when I take a unit "off line" for service or a vendor to use I have to make a unit note, however when I bring a unit back on line the system requires me to note it. This is kind of a pain because then I have to go back in and remove the note. I do the maintenance for 3 properties right now and it is a bit…
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Refund to credit
How can you take an insurance refund or even a deposit refund and put it as credit for a tenant?
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Payment history for a certain year
How do I pull up the payment history for an entire year without seeing all of the other years? I have commercial tenants that ask for it in January for their taxes and it is very difficult to show them because the one I get shows their entire rental history.
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Emails
Is there a way to pull up all the emails recorded in sitelink to send one email to all my tenants?
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This is a suggestion or opportunity for improvement regarding "call past dues".
Whenever I make a contact to a past due customer from any entry into "notes" of the contact; can "call past dues" recognize that my actions apply and update the "Last Note" column.
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Reports fail silently. (doesn't open but no indication of issue)
Hi, this seems to be an issue on a new computer, when you click the OK button...nothing happens. Even if there was no software to handle I would expect windows to show a dialogue box asking what to do? On another computer it opens in Crystal Reports, is this a firewall problem? a software problem? or any other thoughts…
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Credit Card Void or Refund
How do I Void or Refund a Credit Card charge that was run through SiteLink Web Edition Card Processing Terminal?
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Separate payment between 2 units
How do I go about dividing a payment already made between 2 units? I didn't click on one unit number and then the other when I received the payment and it all went to one unit. so one unit is paid for 2 months instead of both units paid for 1.
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Authorized to Access
Hi, we recently switched to Sitelink from Space Control. On Space Control we had a place to list Authorized Access, people we can give the gate code to if the tenant is not there. Is there a place in Sitelink to do that besides the Tenant notes and without having to use the alternative or additional?
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How can I view or print out a list of ALL of my "auto pay" customers?
I am trying to see if there is a way I can view or print a list of ONLY my customers that are set up on Auto Pay. Is there a way to do this? Would it be in reports or can this be set up? If anyone has any suggestions or can help me out with this I would greatly appreciate it. THANKS!!!
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Adding fees
I'm trying to set up my work with their first ever storage software. I have a few questions I'm hoping can be easily answered. 1. When I take a payment and they are giving me more rent then is owed because I do not have change, a screen pops up and says "The amount you entered is too large. You are attempting to…
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Auto Bank Payments
Where do I enter a tenants bank information for auto pay?
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Paperless
Does site link have an option to add things like scanned DL & Docs. Outlook emails etc into cust accts? Thankyou!!
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Mass Email
Is there an easy way to send an email to all customers? We have made a ton of security upgrades and I would like to let everyone know what we have done.