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Requesting Holding Deposits and Fees from Leads Before Move-In

Learn how to request payments or holding deposits from leads before their move-in.

Theodore Lau avatar
Written by Theodore Lau
Updated over a month ago

You can request holding deposits or fees from leads by sending them a payment request email directly from your account.

Step 1: Set the Email Template

  1. Navigate to Settings > General Settings > Advanced Settings.

  2. Under Request further transaction actions email template, select the desired email template.

By default, this is set to "Default Invoice Payment Request Email".

Step 2: Send a Payment Request to Leads

  1. Go to the Accounting > Tenants page.

  2. Change the Tenant Type filter to Leads.

  3. Select the lead to whom you'd like to send a payment request.

  4. Create an invoice for the lead using the transaction manager.

  5. Click the 3-dot menu on the invoice, then choose Request Further Action.

  6. A modal will appear, allowing you to confirm and send the payment request email.

What the Lead Receives

Leads receive an email containing a secure link. This link directs them to a simplified payment page, similar to the rental application page but displaying only the payment section.

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