Before proceeding, users should have reviewed the preview statements and made any necessary changes.
1. Generating postal statements
Navigate to Lettings properties > Property balances
Select Generate posted landlord statements
Users will be redirected to a new page that displays a URL link. This link is to a PDF document containing all postal statements, allowing users to download and print any paper statements to send to landlords.
Note: Postal statements are only generated for properties with a statement preference of 'Post statements' or 'Post and Email statements'.
2. Generating email statements
Navigate to Lettings properties > Property balances
Select Generate emailed landlord statements
Users will be redirected to a new page which displays a URL link for each email statement. The email statements will be sent at a later stage.
Note: Email statements are only generated for properties with a statement preference of 'Email statements' or 'Post and Email statements'.
Once both postal and email statements have been generated, users can proceed to the next step - Generating BACS payments.