Emailing, Texting, or Printing the Receipt
- Patrick Hauser (Unlicensed)
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The purpose of this guide is to explain the 4th step in the move-in process, how to send the Tenant their payment receipt. Electronic options include emailing or texting the receipt. You can also print a copy of the receipt for Tenants who don't want it sent electronically.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Depending on which property management software your company uses, you may have slightly different tabs asking slightly different information than described here. Please check with your management team for specifics.
Payment Confirmation
(A) Payment Complete - This will appear after clicking Pay & Move-In (the final step in Taking Move-in Payment) indicating that the payment step was successful.
Email Receipt - Note: Emailing the receipt is the default receipt method.
(B) Email subject - A default subject will display. Edit as necessary.
(C) Email message - A default message will display. Edit as necessary.
(D) Email address - The primary email address listed in the Lead’s record will appear. Edit as necessary.
(E) Send - Once you've finished making all the edits to the subject, message & email address, click to send the receipt.
(F) Receipt Sent - After clicking (E) Send, this message appears as a confirmation that the email was successfully sent.
(G) Proceed to eSign - Click to proceed to the last step in the move-in process, sending eSign documents.
Text Receipt Link - Note: The text recipient will need to click the link included in your text message to access the receipt.
(H) Text - Click to text the receipt to the Tenant.
(I) Text message - A default text message will display. Edit as necessary.
(J) Phone number - The primary phone number listed in the Lead’s record will appear. Edit as necessary.
(K) Send - Once you've finished making all the edits to the message and phone number, click to send the receipt.
(L) Receipt Sent - After clicking (K) Send, this message appears as a confirmation that the email was successfully sent.
(M) Proceed to eSign - Click to proceed to the last step in the move-in process, sending eSign documents.
Print Receipt - Note: This step may be helpful if the Tenant came into your location to pay or does not want an electronic copy of the receipt.
(N) Print - Click to download the receipt to your computer. After downloading the receipt, you can print it.
(O) Proceed to eSign - Click to proceed to the last step in the move-in process, sending eSign documents.