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AutomatedMonthlyRentInvoicing
Objective
Schedule Valix to automatically generate and email monthly rent invoices to all tenants on the 1st (or any day) of each month.
Prerequisites
- •Active leases with rent schedules
- •Tenants have email addresses on file
- •You must be signed in as a Manager, Admin, or Master Admin
Step-by-Step Instructions
- 1
Navigate to Settings → Automation.
- 2
Find the Automated Rent Invoicing card and toggle it On.
- 3
Configure settings:
- —Send Day: 1 (default) through 28 of each month
- —Email Template: Customize the subject line and body
- —Include Portal Link: Toggles a pay-now button in the email
- —CC Property Manager: Sends a copy to the assigned manager
- 4
Click Save Automation.
- 5
On the next scheduled day, Valix batch-generates Charge records and emails invoices automatically.
Troubleshooting Tips
Pro Tip:Run the first batch manually via Accounting → Bulk Invoicing to verify formatting before enabling the schedule.
Note:If a tenant's lease has escalated this month, the new rent amount is used automatically — no manual update needed.
Note:Late fees are applied automatically via a separate automation: Settings → Automation → Late Fee Enforcement.