Is your Tenant asking for a rent payment report that shows their payment history? Or maybe you need a report to audit and reconcile their invoices and payments.
You have the ability to generate a Tenant Transactions Report as you need. Here's how:
- Navigate to the Tenant
- Click TRANSACTIONS
- Click the EXPORT TO EXCEL button
- An Excel report will automatically be sent to your downloads folder on your computer
- Open the report and click YES that it is a trusted file
- Column C = indicates the invoice number or the payment ID number
- Column E = indicates the invoice or payment description, or payment rejection reason
- Colum F = indicates if it was an invoice or a payment
- Column G = indicates the amount charged/paid (in red)
- Column K = provides the invoice number in which the payment can be reconciled to
- Feel free to save the file and email it to your Tenant as need be
- You can most likely delete columns L through V as the Tenant will most likely not need them
If you need further assistance, please email us at support@salonsuitesolutions.com.