Email Trigger - Invoice & Receipt After Settlement Invoice Updated

7 min

rentilium erp eases the tenant move out and settlement process by eliminating manual steps once a settlement invoice is finalized, the system automatically sends out an email with the invoice and receipt attached this feature ensures that tenant, property manager and organization admin are promptly informed and have access to all necessary documentation access the dashboard after successful login, you will be redirected to the dashboard, which provides a summary view of your rental operations move to the leased section on the left sidebar, select the active lease tab to view all active lease records now the next step is to move out the tenant from leased section here, you will see a list of currently leased rental units along with the following details rental unit tenant name current rent lease start date lease end date remaining days action buttons initiate tenant notice to vacant locate the tenant to be notice to vacant (e g , divyansh rawat) click on the notice to vacant associated with that tenant the notice to vacant page will open fill in all required details after filling all the required details click on submit a confirmation pop up will appear stating "tenant moved out successfully " proceed to the check out section move to the check out section from the sidebar find the tenant (e g , divyansh rawat) listed here this section displays unit name tenant name notice start date remaining days action buttons finalize settlement now, click the settlement button the finalize move out details page will open complete the required settlement information click the submit button to finalize the settlement the settlement invoice will be generated successfully vacant the rental unit click the check out to start the process of making the unit available for new leasing a confirmation message will appear asking if you’re sure you want to proceed with unleasing the unit click yes, vacant to confirm email trigger invoice & receipt as soon as the settlement invoice is updated, the system automatically triggers an email notification this email is sent to tenant, the property manager, and the organization admin