Add / Edit Leases, Invoices and Charges - Setup and Editing

Add New Lease

To add a new lease, select the property from the left-hand side of your dashboard. Then tap the unit number you wish to add a lease to and select "New Lease" from the drop-down. Follow the animated gif below to navigate to the create new lease button:

TIP: You will have the ability to edit all tenants, options, charges and invoices even after the new lease is created.

Set up Recurring Charges

When adding a lease (and after the fact) you will have the option to set up recurring charges on a monthly or weekly schedule.

Each Recurring Charge you add can have its own start date. If no start date is added for a specific Recurring Charge it will default to the "Lease Start Date", which is editable under options. If you leave the "Lease Start Date" blank, the first invoice will default to the nearest upcoming due date according to the master Recurring Schedule you set. 



Auto-Creating Invoices

As long as there is at least one recurring charge added to a lease, invoices will auto generate 25 days before the due date, and applicable Recurring Charges will automatically be added or subtracted from invoices as long as the invoice due date is on or after the recurring charge's start date.

Manually Creating Invoices

If you want to create a one-time (non-recurring) invoice OR you want to make changes to a future recurring invoice that has not yet been auto-generated, select the "+" button at the at the bottom of the invoice section. You will then be prompted to add a due date description and charges. You can either add custom one-time charges, OR you can select from your existing recurring charges. Keep in mind that you can not create new recurring charges in the invoice window. They must be created and edited at the lease level.

TIP: If you manually create a future invoice (say you make it due July 1st), the system will NOT also auto-generate an invoice for that pay cycle. This way you do not have to worry about the invoice generator creating duplicate invoices for the same charges. 

• Deposit Account Selection (Customize Subscription Required):

  If your account is enabled for Advanced Deposit Account Selection, you can select the account you wish to deposit payments into at the invoice level as well as the property level. For example, if you have a different bank account for Security Deposits, when you create a one time Security Deposit invoice, you can select the appropriate bank account from the drop-down at the top of the "Add Invoice" window:

   

  

Edit (UNPAID*) Invoices and adding new charges:

Navigate to the Properties view and click the name of the lease you want to edit. At the bottom of the Lease Details window, you can see all current invoices. Click "Edit" to make changes.

If you are changing a recurring charge, just delete the recurring line item from that one invoice and add a new custom line item with the new amount.

NOTE: be sure to save the invoice AND the Lease before exiting.

*Edit PAID Invoices:

If you need to edit an invoice that already has payments on it click on the "View" button next to the paid invoice and then select "Edit" from the drop-down at the upper right. You can then edit the due date and line items of that invoice the same as you would with unpaid invoices.