Email Trigger - Payment Receipt With Invoice On Payment Update

this document outlines the process of generating an invoice, updating payment details, and sending automated email notifications to tenants when payment details are updated in the system, an email receipt along with the corresponding invoice is automatically sent to the tenant's registered email address this ensures clear communication, accurate financial records, and transparency between the property management team and tenants login to your account once logged in successfully, you will be redirected to your dashboard , where you can begin the process access the accounting section from the left hand side menu, move to the accounting section click on the billing tab to view existing invoices and billing details invoice generation if the invoice is already generated a pdf icon will appear click it to download the invoice if the invoice is not yet generated the status will show "not generated" in red, indicating that the invoice is currently unavailable to proceed, select the row with the "not generated" status generate invoices locate the corresponding row with the “not generated” status search for the tenant (e g , aansh singh) whose invoice needs to be created once found, click on the generate invoice button the system will generate the invoice and mark it as completed upon successful generation, the tenant will automatically receive the invoice via email at their registered address update payment details now, click on the payment section now you will see a table titled invoices and payment details, which includes rental unit – associated unit for the payment tenant name – name of the tenant invoice number – unique identifier for the invoice amount payable – total amount due amount paid – amount received payment method – mode of payment (e g , bank transfer, credit card) status – indicates payment status (paid, partially paid, unpaid) invoice date – date of invoice generation actions – includes an update button add/edit payment information click the update button in the actions column the add credit page will open, which consists of invoice number payment method status payment date amount payable amount paid transaction number enter all required details accurately then click save changes confirmation upon saving the updated payment details, the system will display a confirmation message "payment updated successfully " email notification at the same time, an automated email containing the updated payment receipt and invoice will be sent to the tenant’s registered email address