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Tenant Statement Templates

Tenant Statements allow you to print detailed records of tenant transactions, opening balances, and current balances. Follow these steps to manage and print tenant statement templates

Written by Dylan Telson

Managing Tenant Statement Templates

  1. Go to the Settings page.

  2. Click Document Templates in the left sidebar.

  3. Select Tenant Statement.

Here, you can view your existing Tenant Statement templates. You can edit, rename, duplicate, or delete templates as needed.

Importing New Templates

  1. Click Import Template.

  2. Select the template type.

  3. Choose the template you want to import.

Available templates include:

  • Under Tenant Statement: Tenant Statement Grouped Details

  • Under Other: Tenant Statement, Tenant Statement - Detailed, Tenant Statement w/ Payment Stub

After importing, these templates will appear under the Tenant Statement category.

Printing a Tenant Statement

  1. Go to the Tenants page.

  2. Select the relevant tenant.

  3. Click the Actions dropdown.

  4. Click Print Statements.

  5. Choose Tenant Statement as the category.

  6. Select your preferred Tenant Statement template.

  7. Specify the start date and end date for the statement.

  8. Click Print.

The Tenant Statement will open in a new tab, ready for printing.

Information Included in Tenant Statements

Tenant Statements provide:

  • Tenant details

  • Opening balance as of the selected start date

  • Detailed transaction records within the selected date range (including columns for Date, Type, Memo, Increase, Decrease, and Balance)

  • Current balance as of the end date

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