Annual Rent Payment Summary
A year-of-rent summary letter tenants ask for, driven by a simple Excel rent ledger.
Merge fields in this template
«TenantName»«UnitAddress»«City»«State»«PostalCode»«Year»«TotalPaid»«PaymentCount»
Data source: Excel / CSV upload
How to use it well
- Excel columns are whatever your spreadsheet says they are. Either rename your sheet’s columns to match these fields, or edit the merge fields in Word to match your columns.
- Keep a simple ledger sheet per year with: TenantName, UnitAddress, City, State, PostalCode, Year, TotalPaid, PaymentCount.
[Your Company Name]
[Street address · City, State ZIP · phone · email]
[Date]
«TenantName»
«UnitAddress»
«City», «State» «PostalCode»
Dear «TenantName»,
At your request, this letter summarizes rent payments received for «UnitAddress» during «Year».
Total rent received: «TotalPaid» across «PaymentCount» payments.
This summary is provided for your records (tenants often need it for tax filings or housing applications). For an itemized ledger, contact us at [phone / email].
Sincerely,
[Your name]
[Title · Your company]
Sending this to more than a handful of customers? Connect QuickBooks or Stripe and MergeNinja fills this letter in for every customer automatically: amounts, dates, days overdue, all of it.
Template questions
How do I use this template?
Download the .docx, open it in Word, and replace the [bracketed] placeholders: your letterhead, dates, and any wording you want to change. The «field» codes stay: they fill in automatically when you merge. Then upload it to MergeNinja (or use Word's own mail merge) against your Excel / CSV upload data.
What are the «fields» in the letter?
Real Word merge fields. For Excel data, the field names are suggestions: either rename your spreadsheet columns to match, or edit the merge fields in Word to match your columns. Column mapping in MergeNinja handles the rest.
Can I change the wording and formatting?
Completely. It's an ordinary Word document. Fonts, logo, layout, and tone are yours to edit; the merge only fills the field codes wherever you leave them.
Is the download really free?
Yes. No email required, no watermark. If you later want the letters filled in automatically for your whole customer list, that's what MergeNinja is for.
Related templates
Stop exporting. Start merging.
Connect your data, upload your Word template, and send every customer document in one click.
7 days free · no card to start