Maintenance

Mandates Management (PRO)

If you are a rental management agency, YouRENT allows you to manage the management mandates of your landlords.

This will allow you to manage the communication with your landlord clients:

  • The invoicing of your services

  • Editing of landlord's charges

  • Payment and reimbursement management

Create a mandate?

    To create a new mandate, go to the Property> Mandates section and click on the "Create" button.
    Fill in the mandate form from the button Create menu Mandates:

    1. Select the landlord

    2. Select the commission type:
      - Percentage of rent paid: The client will be charged according to a percentage of the rent actually paid
      - Percentage of rent paid with minimum: The client will be charged according to a percentage of the rents actually paid with a minimum amount. If the percentage commission is not reached, the minimum amount will be charged.
      -Percentage of rent called: The customer will be charged according to a percentage of the rent called. 
       -Minimum Rental Percentage Called: The client will be charged a percentage of the rents called with a minimum amount. If the percentage commission is not reached, the minimum amount will be charged.
      - Fixed amount: The commission is charged according to a fixed amount.

    3. Enter the percentage of the commission if the commission type is a percentage and/or the fixed amount if the commission is a fixed amount or if there is a minimum to pay

    4. Specify the periodicity of management commission billing

    5. If you have advance payments to be made each month, indicate them.

    6. If you want to keep a minimum working capital, please indicate this as well.

    7. Indicate the start and end dates of the mandate, as well as the signature date.  

    8. Add the lines of the properties concerned by this mandate, the other fields will be generated automatically



        On the Special conditions tab, you can:

        • Specifi different commission amounts for specific properties (for example garages)

        • Indicate any special condition that you wish to add to the management mandate

        Invoice your Management Fees

        YouRENT automatically issues fee invoices on a monthly basis.

        If you want to manually issue an invoice, go to the mandate and click on the "Generate invoice" button at the top left.

        If you want to see the fee invoices click on the "invoices" button at the top right.



        You can also generate several invoices at the same time by selecting several mandates and choosing "Generate Mandate invoices" in the actions.



        How to generate mandates in batches?

        You can generate your mandates invoices in batches either in kanban or list view by selecting the mandates to invoice and click on generate Mandates invoices and you can also Generate management reports in batches.


        Generate Management Reports

        To generate management reports for your landlords, go to the "Management reports" tab of the mandate.

        Report Blocks

        Then select the content you want to print for this customer:

        • Financial Overview: details of income and expenses, without taking into account the payments made.

        • Occupation Overview: details of the occupation of the landlord's properties.

        • Treasury Overview: Detail of the financial (Treasury) movements recorded over the period for the landlord.

        • Payback Details:  Details of balances and amounts to be reimbursed to the labdlord.

        You can select these contents according to your owner's profile.


        Notes

        You can also record notes.

        These will be displayed on the report if their date is within the period covered by the report.

        You can select the content block after which you want these notes to be displayed. If you do not select any content block, they will be displayed at the very end.