If you allow online payments, you should run monthly posting before the 1st, to ensure that there are charges when Breeze pulls online payments from tenants.
Tenants typically set up recurring payments for the 1st of the month. To make sure that monthly posting is run before the 1st, you should turn on the automated task for monthly posting, and set the day to the 28th or earlier.
To turn on the automated task for monthly posting
Go to the Company Settings page and open the Automated Tasks tab.
Click on the Monthly Posting task.
Complete the screen.
Name (read-only) | Monthly Posting |
Runs (read-only) | Monthly |
On Day | Set this field to 28 or earlier. |
Notify by Email on failure/success | Enter the email address of the property manager. |
Post Month | Select Next Month. |
Inactive? | Clear the Inactive checkbox to make the task active. |
With these settings, the task creates the charges before the end of the month, but the charges are dated on the 1st and are due on the 1st.
Note: In addition to the task for monthly posting, you should consider turning on the automated task for Close Month. This task runs on the 1st of the month (for the prior month), and will ensure that receipts that come in on the 1st are posted in the proper period.