This article explains how to review tenant arrears using the Property Balances page and how to contact tenants regarding outstanding rent payments.
1. Checking the tenant balance
Navigate to Lettings properties > Property balances
Locate the Tenant arrears column and click on the column header twice
The values displayed in this column show the tenant arrears or credit balance for each property
Three different values may be shown within the tenant arrears column:
A positive balance indicates tenant arrears (the tenant has underpaid)
A negative balance indicates tenant overpayments
A balance of £0 indicates that all tenant payments are up to date
If the tenant arrears figure is not showing correctly, please click here.
Note: Landlords should not normally be paid when a tenant account is in credit (shown as a negative arrears balance). The tenant balance should be reviewed first to avoid overpayment.
The property balances page also provides additional information on the nature of the arrears, as shown below.
2. Chasing rent arrears
Navigate to Lettings properties > Property balances
Click on the figure under the Tenant arrears column
Users will be directed to the Tenant ledger for the selected property
From the top right of the ledger, click Arrears communications
A pre-populated SMS message or email template will open, depending on the option selected. Each template contains details of the arrears, including the outstanding amount and the associated property.
Note: To amend the content of the pre-populated SMS messages or email templates, please contact [email protected].
3. Additional information
Tenant and Guarantor Details
The Tenant and Guarantor Details tab (located towards the top of the page) provides additional information about the tenants, including whether they have a guarantor.
If the guarantor is to be contacted, their mobile number/email address can be copied and pasted into the text message/email before sending.
Financial Notes
The latest 10 financial notes recorded against the property can be viewed by hovering over the Financial Notes icon in the top-right corner of the page.
These notes may provide useful context when reviewing or chasing arrears.