How do I set landlords to receive statements by email

Alexi Glackin
Alexi Glackin
  • Updated

If required, you can change a landlord statement from being sent via post to being sent via email when it's generated.

  1. Click the Residential Lettings department tab
  2. Click Landlords on the main homebar
  3. Search for the relevant landlord in the Find bar and click Go. Click View on the relevant record
    1. Alternatively, find and click the relevant landlord from within the Last Viewed section
  4. Click the Landlord Ledgers tab
  5. Click the relevant Ledger
  6. Scroll down to the Payment Details section and click Edit Payment Details
  7. The Edit Landlord Ledger screen opens. Scroll down to the Statement Sending Options section. Here you will be able to use the tickboxes to select Send By Post or Send By E-mail
  8. Click the Send By E-mail tickbox
  9. To stop statements being sent to print when generated, click the Send By Post tickbox to remove the tick
  10. Click Save
  11. Repeat the above process for any other ledgers this landlord may have, if required

In future, when generating a statement for this landlord, they'll be sent overnight via email.