Overview
You can send Lease Account Statements, Invoices, and Receipts automatically to your tenants each month and whenever they make a payment. These settings are found under Settings > Rent & Payment Notifications.
The Steps
Sending Invoices
To send invoices to tenants, toggle on "Send a notification to the tenant when rent is posted" and then also toggle on "Attach an invoice to the email" under the Rent Posted section.
This sends an invoice to the tenant each time rent is posted — one invoice for each charge posted between the last rent charge and the current one.
Sending Statements
To send account statements to tenants, toggle on "Send a notification to the tenant when rent is posted" and then also toggle on "Attach an account statement to the email" under the Rent Posted section.
This sends a statement to the tenant each time rent is posted.
Sending a Receipt
To send a receipt to a tenant each time they make an online payment, toggle on "Send a notification to the tenant when they make an online payment" under the Payment Received section.
Tip: You can also set these up at the property level instead of the company default.
Click Rentals > Properties, and select the property
On the property, click Settings > Rent & Payment Notifications,
Select "Specify notifications for this property."
Set each toggle the same way as the company-level steps above.
Once saved, these documents will be sent automatically going forward — you don't need to manually send them each month.