Payment Automation: Never Chase Rent Manually Again

Automated payment tracking helps reduce late payments while saving hours of manual follow-up work.

Setup Payment Schedule

Step 1: Go to deal → Payments tab Step 2: Click "Add Schedule" Step 3: Enter:

• Total annual rent: AED 95,000
• Number of cheques: 4
• First payment date: January 1, 2026

System Auto-Calculates:

• Payment 1: Jan 1 - AED 23,750
• Payment 2: Apr 1 - AED 23,750
• Payment 3: Jul 1 - AED 23,750
• Payment 4: Oct 1 - AED 23,750

Time: 2 minutes setup, automated forever

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Configure Reminders

Reminder Schedule:

1. 7 days before - Gentle heads-up
2. 3 days before - Action reminder
3. 1 day before - Final reminder
4. On due date - Payment due today
5. 1 day overdue - Polite follow-up
6. 3 days overdue - Urgent notice
7. 7 days overdue - Escalation warning

Delivery Channels:

• Email (always enabled)
• WhatsApp (if integrated)
• SMS (optional, costs apply)

Tone: Professional, courteous, firm

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Marking Payments Received

When tenant pays:

1. Click payment entry
2. Click "Mark as Received"
3. Enter:
   • Payment date
   • Payment method (bank transfer, cheque, cash)
   • Reference number (optional)
4. Save

Reminders automatically stop for that payment

Status Colors:

• Green: Paid on time
• Yellow: 1-3 days late
• Orange: 4-7 days late
• Red: 8+ days late

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Late Payment Tracking

System Automatically:

• Flags overdue payments
• Escalates reminder frequency
• Generates overdue report
• Notifies property manager

Manual Actions (when needed):

• Personal phone call after 7 days
• Visit property after 14 days
• Legal notice after 30 days (Dubai Law 26/2007)

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What Automation Helps With

With payment reminders and scheduling automated:

• Fewer late payments through timely, consistent reminders
• Less time spent on manual follow-ups
• A clearer collection picture with every payment tracked in one place

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Next Steps

1. Create payment schedules for all active deals
2. Enable automated reminders (all channels)
3. Train team on marking payments received
4. Review monthly payment reports