1. Set Up the Email Template

Go to:  Setup Preferences > Email Communications>Setup Email Defaults > Lease-Statement-Regular AND Lease-Statement-Late

This is the email template that sends with all emailed Lease Statements.

Update the wording as needed.

 

2. Ensure Tenants Are Marked to Receive Emails

Go to the lease:  Edit this Lease > Tenant/Contact (gray tab) > Check the “Email” box

This checkbox must be selected. If it is not checked, the system will not email the tenant, even if everything else is correct.


3. Email the Lease Statements

Go to:  Viewing Reports > A148 Lease Statements

Select the tenants you want to send statements to.

At the bottom, click Process and make sure Email is selected.