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Notifying a tenant they are late for rent can be done automatically or manually.
This is where Arthur will send out a notification on your behalf. To do this go to Settings>Automated Events>Financials. This article is linked to understanding triggers and actions.
Once you have opened Automated Events, click on the + next to Financials>Add trigger
For this step, you need to create a “Timed Event“- e.g. a rent demand 7 days after it was due.
Choose “Created Date” i.e the date the transaction is created and type in “-7 days” – This means that 7 days after the transaction was created.
Add your chosen transaction type as either direct rent or rent charge, or both if you use both.
Now that the event has been created you are ready to add the “action” that delivers the communication. This is linked to how to add actions to triggers.
Create a title.
Ensure you add it to the activity log so it shows in the activity log when sent.
Send to: Tenants
Create the email and add the variable “Tenant Overdue Transactions”
Creating emails that send manually is done very much in the same way as above but at a Tenancy level. These emails will be created the once and sit ready for you to send at any time
Once you have opened Automated Events>Tenancies>Add a trigger
At this step, you are creating a “Manual” action.
Now that the event has been created you are ready to add the “action/s” that deliver the communication as shown above in Step 3. In this example, we created 3 emails.
Go to Tenancy>More>See automated actions listed.
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