Use the RentManager outstanding balances or tenant ledger endpoints to identify tenants whose balance has exceeded a configured delinquency threshold and whose payment is past due by more than N days.
Retrieve the tenant record for each delinquent tenant to confirm mailing address, lease status (active, month-to-month), and any existing open notices — avoid issuing duplicate notices.
POST a note or history record to the tenant's account via the tenant notes endpoint documenting the delinquency notice action, including the date, amount owed, and notice type; this creates an audit trail.
Generate the formal notice document (pay-or-quit, notice to quit) outside of RentManager using a document generation tool, then upload and attach it to the tenant record via the RentManager files endpoint.
Update the tenant status or add a user-defined field flag in RentManager to indicate that formal notice has been sent; this enables portfolio-level delinquency tracking via filtered tenant list queries.
Monitor subsequent payments against the delinquent tenant's ledger; if payment is received, update the notice status and close the delinquency workflow; if not, escalate to legal proceedings per local law.
Known gotchas
RentManager's API does not have a native eviction-notice workflow endpoint; notice issuance is a legal process managed outside the software — the API supports documentation and audit trail, not legal filings.
Eviction laws vary by jurisdiction and are subject to frequent change; never automate the issuance of statutory notices without legal review and jurisdiction-specific templates reviewed by an attorney.
Sending notices to tenants with active payment plans or hardship agreements without first checking for existing arrangements can create legal liability; always cross-check for open agreements before triggering any notice workflow.
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