Display Options | Reports, Statements, and Invoices

You can easily customize the default display settings for reports, statements, and invoices to ensure the software reflects your brand.

This article will walk you through customizing your default header, font, and statement settings. Click on one of the links below to jump to a section:

• Header and Font Options for Tenant Statements, Invoices, and Reports
• Customizing Display Options for Reports
• Add a Custom Message to Tenant Invoices and Receipts
• Examples

Header and Font Options for Tenant Statements, Invoices, and Reports

Rentec Pro and Rentec PM clients can choose their font and their preference from three different Header and Font options to be displayed on printable items. The following steps will guide you through customizing your settings:

In your Rentec Direct account:

1. Click on Settings
2. Under Program, click on Program Defaults
3. Under General Preferences, click on
   1. The Font size for reports dropdown to select your preference (default is 14)
   2. Report header style to select which information you would like displayed:
      1. Name and Address
         1. Rentec Pro accounts will pull the information from Your Contact Information in Settings
         2. Rentec PM accounts will pull the information from the Property Manager indicated in the property profile. Click here to learn more about assigning Managers.
      2. Name, Address, and Logo

      3. Logo only

         Tip: If you would like to change your logo, click the handy "Change Logo" link to access Website & Branding, update your logo, and then use the page back to return to Program Defaults.

4. Click on Save Changes

Customizing Display Options for Reports and Statements

In addition to the font and header options outlined above, more default display customization options are available specifically for reports and statements

In your Rentec Direct account: 

1. Click on Settings
2. Under Program, click on Program Defaults
3. At the bottom of the page, click the Edit Advanced Settings link
4. Click OK to continue to the Advanced Settings
5. Under Reporting Preferences, select your preferences for
   1. Display property and transaction memos in owners' Account Ledger reports
   2. Suppress contact information on report headers
   3. Show voided deposits on bank ledgers and reports
   4. Select whose "From" email address should appear on emailed reports
6. Under Payment Options, you can choose to:
   1. Show a message on invoices and statements (See how to add messages below)
   2. Show the tenant's balance on printed receipts
7. Click on Save Changes  

Add a Custom Message to Tenant Invoices and Receipts

Quickly add default messages to appear on tenant invoices and receipts using the following steps:

In your Rentec Direct account:

1. Click on Settings
2. Under Financial, click on Accounting Defaults
3. Under Printing Preferences, enter your custom Message to print on invoices and the Message to print on receipts
4. Click on Save Changes

Examples

1. Tenant Receipt with Company Name, Address, Logo, and Custom Message (Info from Your Contact Info in Settings for Pro and PM without a separate Property Manager Assigned)

   
   

2. Tenant Statement with Logo, Name, and Address with Custom Message
   1. From Name defaults from Your Company Info (Exception: PM accounts that have assigned a separate Property Manager to the property)

3. Income/Expense Statement

   Name and Address Only

   

Name, Address, and Logo

Logo Only