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Money & reporting

Email a monthly landlord statement

Give landlords a clear record of rent, payments, deductions and balances.

Guide reviewed 2026-10-03 · England residential lettings

  1. Check the landlord record

    Add a valid email and payment preferences in Landlords. Review the selected month’s charges, actual payments and any approved deductions first.

    Open Landlords →
  2. Preview before sending

    Choose the landlord and month, preview the statement and check its figures and recipient. Email statement saves a copy and queues it for sending.

    Open Landlords →
  3. Check the communications log

    Open Communications or the landlord page for saved copies and sending status. Submitted to the mail server/provider is not confirmation that the recipient read it. You can send another copy while retaining the original history.

    Open Communications →
  4. Enable the monthly routine

    On the landlord record, enable automatic previous-month statements and choose its monthly send day. Keep ledger records up to date before that day.

    Open Landlords →

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