The Client Management module is the section of IDEAS Property Clerk Enterprise that is responsible for keeping track of your clients, their move in and move out dates, lease information, other client information and their financial records. The Accounts Receivable is the amount of money the clients will owe to the property. It is through the Client Module that the accounts receivable amount is determined.
Features:
- Track Accounts Receivable
- Charge Clients
- Client Invoices
- Record Client Payments
- Process Client Payment Batches
- Client Reminders and Notes
- Client Communications
- Client Statements
- E-Mail Clients
- Send Client Letters
- Produce Past Due Notices
- Process Late Fees
- Track Security Deposits
- Print Client Payment Receipts
- Track Move In and Move Details
- Track Lease Expiration dates
- Automatic Management Fees
- History of Emails and Letters Sent
- Unlimited User Defined Fields
- Edit Transactions (Security permitting)
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