Bill Tracking
Bill Tracking
Section titled “Bill Tracking”The Bill Tracking page gives you a complete overview of all tenant billing activity. See who owes what, track overdue payments, and send reminders to tenants with outstanding balances.
Table features
Section titled “Table features”The bill tracking table gives you full control over how you view and manage tenant billing status.
Filtering
Section titled “Filtering”Filter tenants using any column with advanced filter options:
| Filter type | Description |
|---|---|
| Contains | Field contains the specified text |
| Not contains | Field does NOT contain the specified text |
| Is | Field exactly matches the specified value |
| Is not | Field does NOT match the specified value |
| Is empty | Field has no value |
| Is not empty | Field has a value |
How to filter: Click the filter icon then click Add filter button , select your filter type, and enter the value.
Filter examples:
- Tenant name contains “Mwangi”
- Outstanding is greater than 0
- Overdue is not empty
- Unpaid is greater than 5000
Column customization
Section titled “Column customization”Click the View Settings button to customize your table:
| Setting | Description |
|---|---|
| Row height | Compact / Standard / Comfortable |
| Toggle columns | Show/hide any column |
Toggle columns available:
| Column | Description |
|---|---|
| Tenant | Tenant name with link to profile |
| Unit(s) | Units occupied by the tenant |
| Outstanding | Total amount owed (all unpaid and overdue) |
| Overdue | Amount past due date |
| Unpaid | Amount invoiced but not yet paid (not yet overdue) |
| Invoiced | Total amount invoiced to date |
| Paid | Total amount paid to date |
| By type | Link to detailed breakdown |
Pin columns
Section titled “Pin columns”Pin important columns to keep them at the table:
- Click the pin icon on any column
- Pinned column stay fixed while scrolling
- Click the pin icon again to unpin
Refresh button
Section titled “Refresh button”Click the Refresh button to reload the latest billing data.
Export
Section titled “Export”Export bill tracking data as CSV or Excel:
- Click Export button
- Select format: CSV or Excel
- Choose which columns to export (all or selected)
- Click Download
Send payment reminders
Section titled “Send payment reminders”Select one or more tenants and click the Send reminders button to notify them of outstanding balances.
How to send reminders
Section titled “How to send reminders”- Select tenants using checkboxes in the table
- Click Send reminders
- Review the message
- Click Send
Reminder delivery methods
Section titled “Reminder delivery methods”| Method | Description |
|---|---|
| SMS | Text message to tenant’s phone (uses SMS balance) |
| Email to tenant’s registered email address | |
| Both | Send via both SMS and email |
Reminder templates
Section titled “Reminder templates”| Reminder type | Default message |
|---|---|
| Overdue | Your payment of [AMOUNT] for [UNIT] was due on [DUE_DATE]. Please pay immediately to avoid late fees. |
| Upcoming | Rent of [AMOUNT] for [UNIT] is due on [DUE_DATE]. [DAYS_REMAINING] days remaining. |
| Outstanding summary | You have an outstanding balance of [TOTAL_AMOUNT]. This includes [OVERDUE_AMOUNT] overdue and [UNPAID_AMOUNT] unpaid. |
Note: Templates can be customized in Communication → Templates.
Select multiple tenants using checkboxes to perform bulk operations:
| Bulk action | Description |
|---|---|
| Send reminders | Send payment reminders to selected tenants |