Are you needing to export Tenant invoice and rent payment history? It's quick and easy, below the steps for two different options:


Option 1: Export Transaction History from Tenant Recort


  1.  Log into the SMS

  2. Go to the Tenant record

  3. Click the Transactions tab

  4. Click "Export to Excel" to view a history of the transactions


Option 2:  Manually run the Rent Transactions Detail Report


  1. Log into the SMS

  2. Click Locations from the left hand menu

  3. Click the black title box to open the Location

  4. Click the Reports tab

  5. Click to select the Rent Transactions Detail Report 

  6. Select the appropriate date range

  7. Click the Launch Report button

  8. Click the Tenant column to sort and view the transactions on screen (or)

  9. Click to export the data to Excel and then sort to remove any unnecessary Tenant information and view the specifics of what you need


If you need further assistance, please email us at support@salonsuitesolutions.com.