How to Collect Rents Automatically – Proprio Expert How to Collect Rents Automatically - Proprio Expert

How to Collect Rents Automatically

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Steps to Follow

1. Go to the “Data” tab and the “Leases” subtab.

2. Click on the lease you want to modify.

3. Click on “Modify” at the top right.

4. In the third page of the dialog box, in the “Payment Method” section, select “Pre-authorized debit.”

5. Click on “Finish” to see the future collections.

6. Check that everything in the table of future collections is correct (dates, payers, amounts, etc.).

7. Click on “Finish.”

Every month,  you will need to generate the pre-authorized debit file to collect the rent.

1. In the “Accounting” tab and the “Pre-Authorized Debits” subtab, click on “Add” at the top right.

2. Select the collected period and the unit(s) for which you want to generate the file.

3. Click on “Finish.”

4. Download the file at the top right, and contact your financial institution to know where to upload the file.

You can now collect rents automatically.

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