This guide provides a straightforward method for you to pre-pay rent on behalf of tenants who pay early. By following the outlined steps, you can easily and efficiently manage tenant accounts. This resource is essential for anyone looking to streamline their rent collection process and maintain positive tenant relationships.
1. This process is to collect a rent payment paid to you before the Rent Invoice is created by CRM. Any rent payment collected this way will be available to pay to the landlord straight away.
2. Navigate to https://crm.iamproperty.com/Dashboards/Accounts
3. Click "Accounts"
4. Click "Tenant"
5. Click "Collect Rent" this is the best area to search for and register a pre paid rent payment.
6. Click "Select Tenant" if the tenant name is in this drop down menu they have an outstanding rental invoice to be paid before you can pre pay a future dated rent.
7. If the Tenant does not appear in the drop down menu you can prepay a future rent. Click onto the search icon.
8. Click "Search Tenants" and type the tenant name.
9. Click Tenant details.
10. On this screen you will not see any rents, as none are currently due. Click "UPCOMING" to see the future dated rent invoices.
11. Click this checkbox to select and pay this invoice. If there are multiple rent invoices it is possible to select multiple invoices to pay in full or part pay.
Alert: Alert! Be aware of any legal changes that may restrict the pre payment of rents and work in accordance with those laws and legislations.
12. If there are multiple payments to pay, select those you are paying.
13. Click "Pre-pay"
14. Click "Yes or No" yes will create an invoice that can be printed or emailed to your tenant.
