Recording a payment and the receipt

Purpose

When a rent is received, its registration triggers the generation of a PDF receipt, which is sent by email to the tenant and stored in their documents in order to provide the tenant with proof of payment without the agency needing to draft it, while ensuring the file history remains complete.

The receipt is sent regardless of the payment method, whether it is an action on the rent call, the validation of a bank import, or the “Mark received” action in the “Transactions” screen.

Where to find it

1. Letting
2. Rent calls

“Mark paid” button on a rent call line.

Steps

1. Select the relevant “Month” in the “Rent calls” screen.
2. Click on “Mark paid” on the tenant's line.
3. Specify the “Payment date”, which cannot be later than the current date.
4. Confirm the action so that the status changes to “Paid”, the receipt is sent to the tenant, and it is filed in their documents.
5. Use the “Receipt” button on the line to reopen the PDF at any time.

Good to know

• The “Send again” and “Mark paid” buttons are only available for rent calls that are still open.
• A payment recorded from another screen results in the automatic sending of the receipt during the next service cycle, without requiring any additional action.
• Payments and receipts also appear in the tenant's file and on their portal, which allows them to consult their history.

Related guides

• Rent and financeIssue rent callsCreate one rent call per active lease each month, including a PDF notice, a payment reference, and an e-mail sent to the tenant.
• Rent and financeTrack transactionsConsult all expected and received amounts, rents, service charges, fees and expenses, and record receipts.
• Rent and financeImport a statement and reconcileImport the CSV export of your bank, so that REOS matches payments by reference, amount and name, allowing you to validate the reconciliations.
• LettingsOpening the tenant portalSend the tenant a personal link to their area in order to access their lease, due dates, documents, incident reporting and downloadable certificates.