Debt Management

The Landlords In Debt Reminder from Home Page shows any Landlords that owe money (a negative balance) . Click on the Reminder to display the Debt Management screen. The Debt Management screen can also be accessed by Financial Tab -> Debt Management -> Manage Debts.

From here you can produce an Account Statement showing the arrears or an email displaying the arrears with a .PDF of the Account Statement attached.

Optionally you can filter the Contacts by Account, Contact Type, Site / Branch or Contact. There's also an option to Exclude Previously Emailed.

The following information will be displayed:

Contact
Property
Last Statement Date
Rent Due Day
Bank Account
Amount Owed

The Menu button has the following options

Reports
Find
Export Grid To Excel
Refresh

Using the Debt Management screen

Step 1 - Select to include the Contacts that you want to chase for money, filter options are available for Account, Contact Type, Site Branch or a specific Contact. Click Run.

Step 2 - Choose to either

Print a Copy of the Statement for filing

Print a Copy of each Statement to Post

Produce Emails and attach Statements as a .PDF

Produce SMS Texts

The Debt management screen will exclude any Landlords with Consolidated Payments selected (in More Details) . These Landlords should be managed via the Consolidated Debt Management screen.
Merge fields of "AccountArrears" and "AccountArrearsDaysOverdue" can be used for letters, emails and SMS texts to show how much is outstanding and by the days overdue.