Export & Distribute Single Sale Statement/Invoice

Export & Distribute Single Sale Statement/Invoice


Two methods for distributing owner statements:
  1. View and Generate Landlord Statement on a file: This option allows you to view and generate individual landlord statements from the file.
  2. Distribute Bulk Landlord Statement: With this feature, you can distribute landlord statements in bulk to multiple recipients simultaneously. (see Bulk Distribute and Export Sale Statements)

1. Click Admin on the Main Menu. 



2. Click on Customer Files.



3. Select Sales on the menu heading.


4. Click on the File Name to open the file. 



5. Customer File will open. Click on Expenses on the file tab ribbon bar. 



6. Expenses tab screen will open. 

7. Under the “Landlord Statement” section, adjust the Statement Period.



9. Landlord Statement will open. User will have flexibility to: 
  1. Export: download landlord statement with or without an invoice document.
  2. Send Statement: Email a landlord statement with or without an invoice document to a recipient.


Export Statement

1. Click on Export then select document type from the menu.



2. Landlord statement will be downloaded to device. 

Email Landlord Statement

1. Click on Send Statement then select Send Email Type from the menu.



2. Landlord statement email screen will open.
3. Fill in the mandatory fields. All other fields are optional:
  1. Recipient: load the recipient email under the TO, CC and/or BCC section
  2. Email Subject: Type in a subject for the email.
  3. Email body and email signature: type or select email body template and/or add email signature
  4. Additional attachments: click attachments to load additional attachments. 


4. Optional: Preview statement before distribution. Click send to distribute landlord statement. 



5. Sent item will appear on the file correspondence tab as well as under all communication report. (see Communication – View Sent Items (Emails or SMSes)

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