Unit Let and Handover Record
Start every let the same way, with the unit shown empty, the access explained and the lock number written down before the first box goes in.
SL-14 1 page
Self storage and removals · SL-11
Storage Payment and Arrears Record
Storage payment record — one customer's account for one unit, period by period, with the balance after each payment and a log of every reminder.
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One page. Choose your paper size — both versions are laid out identically, so neither one gets shrunk to fit.
Print it and write on it
Fill it in type and save
The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.
What this sheet is for
Know exactly where one customer's account stands, and show what was said and when if it ever has to be argued.
Who it is for
Self storage sites, container yards and anyone letting a unit or two who takes payments by hand rather than through a billing system.
How to use it
- Copy the fee, billing period and due day from the customer's signed agreement into the boxes at the top.
- Add a row each period with what fell due, and fill in the received columns when the money arrives.
- Carry the balance forward on every row so the current position is the last figure written.
- The moment a payment is late, log each call, letter or email in the arrears table with the customer's response.
- Start a fresh sheet for a new agreement or a new unit rather than running two accounts on one page.
What is on the sheet
One page, top to bottom:
Printed under the title: One customer's account for one unit — each period, what fell due, what came in and the balance after it — with a second table for every reminder, call and letter once a payment is late.
Your agreement sets the terms. The fee is whatever your agreement says, and so is what you may do when an account falls behind — reminders, restricted access, anything further. This page records what was done, not what is allowed.
Write-on lines: Customer · Unit / space no. · Site · Fee (yours) · Billed · Due on
Account — one row per billing period, in date order
Table, 6 rows: Period from · Period to · Due · Received · Date received · Method · Balance · Initials
Arrears actions — every contact about a late payment, and what came of it
Table, 4 rows: Date · Balance owed · Action taken · By · Customer's response · Promised by
Questions
Why is there no fee or late charge printed on the sheet?
Because both are yours to set and differ from site to site and customer to customer. The sheet takes whatever your agreement says and tracks it; it does not suggest a rate, a late fee or an interest figure.
Does the arrears table tell me what I can do about a late payer?
No. It records what you did and what they said. What you are allowed to do — restrict access, and anything beyond that — is set by your own agreement and the rules where you trade, and the sheet leaves that to them.
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