Property manager add tenants
Step 1: Go to the 'property manager view' dashboard and click on the 'Tenants' tab on the left side menu bar.
Click on the green 'Create' button on the top right.
Step 2: Next, assign the project and property for the tenant and insert the tenant details and contract date.
Proceed inserting other details needed (invoice date & documents) and click on green "Save" to set-up and create tenant.
You can then start adding tenants and set the schedule for the auto-billing.
Note: Document is referring to the scanned PDF copy of the tenancy agreement.
Remember this, ‘auto billing date’ means the date the invoice become due, our system has a special mechanism as below:
A) 1 month before due date, system will generate a pro-forma invoice where you have 3 weeks to edit any details.
B) 7 days before the due date, the system will automatically send the pro-forma invoice to the tenant for early payment. Once it is sent, you cannot edit the invoice anymore. Any separate invoice, you can use the ‘invoice’ function to create an ad-hoc invoice.
C) On the due date, the system will send 1 reminder to the tenant to make rental payment if he/she hasn’t paid in 7 days earlier. System will send subsequent reminders 14 days after the due date & 28 days after the due date.
Step 3: You will be directed back to the tenant listing page.
Click here to find out how to add invoice.