Automated Rent Collection and Payment Process

Rozpoczęcie przepływu pracy/procesu.

Retrieve all entries from the 'Lease' data model where the status is 'Active'.

Retrieve the 'Monthly_Rent' field from all active lease entries.

Sum the 'Monthly_Rent' values from all retrieved active leases to calculate total monthly inflow.

Generate a new entry in the 'Invoices' data model for each lease, linking it to the corresponding Lease ID.

Apply a formula to the rent amount (e.g., Rent * 0.05) to determine the penalty if the due date has passed.

Send an automated email to the Tenant's email address notifying them that the invoice has been generated.

Create a task for the 'Accountant' user to verify incoming bank transfers against the Invoice entries.

Set the status of the newly created Invoice entries to 'Unpaid/Pending'.

Retrieve all Invoice entries where 'Status' is 'Unpaid' and 'Due_Date' is less than the current date.

Send a text message to the Tenant's phone number regarding the overdue balance.

Update the 'Total_Amount' field in the Invoice entry to include the calculated late fee.

Update the 'Status' of an Invoice entry to 'Paid' once the payment verification task is completed.

Create a task for the 'Property Manager' to contact tenants with payments overdue by more than 7 days.

Create a summary report showing Total Collected vs. Total Expected revenue for the month.

Koniec przepływu pracy/procesu.