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Add bank account details to invoice.
Have a facility to add the bank account details to invoices or the accompanying letter when emailing invoices....it's wonderful that we can now email rent invoices to our tenants but frustrating when we then have to email the bank details separately so they can pay.
Note ...we need to be able to set this up by portfolio as we have different bank accounts for each portfolio....at the moment there is only one template for the accompanying letter which is applied to all portfolios.
Customer support service by UserEcho
Hello Fiona
This functionality already exists. Please head to one of the following locations:
Tenant Manager > Tenancies > click on the tenancy > Edit Tenancy > scroll down to Invoices at the bottom of the page > tick the Payment Instructions box and fill in the details. This will affect the single tenancy you have edited from the point that you press save
Settings > Tenancy Settings > Tenancy Settings for Existing Portfolios > click on the relevant Portfolio > tick the Payment Instructions box and fill in the details. This will apply the instructions to every invoice created in the portfolio from the point that you press save
Also, while still in Settings, head to Document Headers and create a header for the invoices for each of your portfolios.
The cover letter template will pull different information and contact details in the different portfolios. How much variation in the content do you need between the portfolios?
Kind regards
Roy