Setting Up Arrears / Delinquency Rules

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Terms such as 'Arrears' and 'Tenants' are commonly used in the Asia-Pacific and European regions, while in North America, the equivalent terms are 'Delinquency' and 'Leases'. For clarity and consistency within this article, we will use 'Arrears' and 'Tenants'. For more information on regional terminology differences, please visit our Glossary of Regional Terminology.

This article is designed to help you set up Arrears/Delinquency Rules. These rules enable you to tailor your communication strategies for handling overdue invoices, ensuring nothing slips through the cracks and compliance with legal protocols. 

Understanding the Arrears Rules

Arrears/Delinquency Rules are essential for maintaining proactive management of overdue payments. Once you have set criteria, overdue invoices that match these criteria are automatically flagged for action. This function provides clarity and organization, preventing any oversights and potential legal breaches.

Before creating new rules, you must have the right communication templates prepared, such as email, letter, and text templates. See our articles on Correspondence Templates and Text Message Templates for guidance on setting these up.

Creating and Managing Arrears / Delinquency Rules

To get started:

  1. Select Settings from the green bar. 
  2. Choose Arrears/Delinquency Rules within the Settings menu.
  3. To create a new rule, click + Create New Arrears / Delinquency Rule. To modify an existing rule, click on the one you wish to edit.

Creating a New Rule

When crafting a new rule, follow these steps:

  1. Assign a descriptive Title to your rule for easier identification during the Arrears Hub selection process.
  2. Choose the appropriate Arrears / Delinquency Type from the options - Rent, Non-Rent, or Both to specify which invoices the rule applies to.
  3. Under Actions, establish the sequence of communications. Use the length and units to set triggers for each step. Boost your action steps by clicking the +Add Action button and selecting the desired Delivery Method and Template.
  4. Mark a rule as Default if it should be your company's primary rule. Only one can be set as such.
  5. Click Save Rule to apply your rule settings.

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By following these steps, you will effectively configure your system to escalate arrears/delinquencies according to your business practices and legal adherence requirements.

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