Chintaro enables you to email your Tenant's their Client Statements, Rent Statements and Non-Rent Statements in bulk. Only Tenants with a valid Email address will appear on this screen.
The Bulk Email Statements screen will open:
Select the Type of Statement you want to print from the Statement Type options:
Client statement will print ALL transactions on the Statement - both Rent and Non Rent;
Rent statement will print only rent transactions;
Non Rent statement will print only non-rent transactions.
Enter any Optional Statement Text if you would like text to be printed at the end of the Statement that will appear highlighted in yellow. For example:
Note: To save time in entering common Statement Text, default Statement text can be modified by your System Administrator via System Maintenance>Reference Tables> Statement Text.
Select the Optional Note Type as Statement. If you enter Optional Note Text, this text will default in the Note Text. A Note will also be created in the Notes section of the Tenancy Record.
Enter the Statement Start Date that the Statement will be printed from, and the Statement End Date. The start and end dates you enter will print the statement inclusive of the start and end dates.
Use the sorting or filtering techniques to filter the columns on the screen to display Tenants you want to print the Statements for (EG Tenancy Status column, Property, etc.).
Click Select All to include all Tenants, Select None to deselect all Tenants, or select Tenants individually by ticking the Include box. Clicking Show All will go back to the default view.
Click Send Email to Email the Statements to your Tenants