Compile Candidate List
See Help PDF document #385 for more information on Late Notices.
All letters are created in the <<Mailings, Edit Letters>> function.
Late notice letters are compiled using information in the Notice profile which sets up a notice letter to use based on the number of days late. The system ignores the scheduling rules set up in the Late Fee profile when determining candidates for late notice letters so that notices can be sent to tenants who have already been charged a late fee. It will also consider all charges even if the Balance Late field contains a different selection.
Only charges with the "Subject to Late Fees" checkbox marked are considered when the notice candidates are determined. A Late Fee profile must be assigned to the tenant.
The first consideration in determining notice candidates is the grace period set up in the Late Fee profile and in the Tenant Profile. If the grace period has passed, the system uses the Days Late fields in the Notice profile. If the number of days late (beyond the grace period) is less than or equal to the Days Late in the Notice profile, that tenant will be a notice candidate and will be assigned the appropriate notice letter per the Notice profile.
Skip if Late Before
Potential notice letter candidates will be skipped if they became late prior to the date entered here.
Include Evicted Tenants - marking this checkbox will include the status of Evicted in the list of notices.
For example:
Based on the information in Tenant A’s profile
grace period is 5 days (from Late Fee and Tenant profiles)
letter 1 - 1 day late (Notice profile)
letter 2 - 10 days late (Notice profile)
Based on the information in Tenant B’s profile
grace period is 10 days (from Late Fee and Tenant profiles)
letter 1 - 1 day late (Notice profile)
letter 3 - 5 days late (Notice profile)
Rent is charged on 3/1. The first day rent is late for Tenant A is 3/7. The first day rent is late for Tenant B is 3/12.
In Mailings, Notices the Notice date is set to 3/7.
Tenant A will get letter 1.
Tenant B will not be a notice candidate.
Notice date is set to 3/12.
Tenant A will get letter 1.
Tenant B will get letter 1.
Notice date is set to 3/17.
Tenant A will get letter 2.
Tenant B will get letter 3.
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