---
title: Email Trigger - Invoice & Receipt After Settlement Invoice Updated
slug: email-trigger-invoice-and-receipt-after-settlement-invoice-updated
docTags: 
createdAt: 2025-06-14T08:12:57.411Z
---

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.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/W4xhE8nRk0rwZ0iJpc_I1_image.png)

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.



![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/8ARBQZ6kKF5H3At6FsoWB_image.png)

- After Filling all the required details click on **Submit**

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/XzssXRD9rgg5nKXCycIdV_image.png)

- A confirmation pop-up will appear stating: **"Tenant moved out successfully."**

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/-HeB3VV6yjULqm7QPxdXk_image.png)

## Proceed To The Check-Out Section

-
  Move to the **Check Out section** from the sidebar.
-
  Find the tenant (e.g., Divyansh Rawat) listed here.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/OHLzuyQwTCq58yTrwGBHz_image.png)

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

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/obyJv8pYwlbjgGjXMT5qv_image.png)

- Click the Submit button to finalize the settlement.The **Settlement Invoice** will be generated successfully.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/aelvVtIXRvosT72CrnLxl_image.png)

## 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.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/RoSuRt4PbbSgMPLWQB9RG_image.png)

- Click Yes, Vacant to confirm.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/-Px_chPawAVt4S5SQQEda_image.png)

## 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.**

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/vzpFMFdH8UIyFehngjby1_image.png)