Unit Operations
There are several operations that the user can do on the property's units. This provides a top-level access to quick and easy functions that can be accessed through the Units context menu or the Unit Details Action Button .
General Operations
-
Edit unit name
- Select to change the name of the unit
-
Delete unit
- Removes the unit from the property
Vacant Units
These are the operations that can be accessed when a unit is vacant.
New Tenant
See Inserting a New Tenant
Link Unit
You can link units to a tenant when a single tenant occupies more than one unit under the same billing. Utilize this feature to maintain the organization of your units while minimizing accounting, notifications, and other complexities.
- Insert a tenant to the main unit. You can refer to the instructions above
- In the Units tab, right-click on a vacant or empty unit and select Link Unit.
- Choose the tenant you want the unit to be linked to.
You can check linked units by going to the Unit Details page and view the Linked Units part under the General Information section. Clicking on a linked unit will redirect the page to the actual unit that the tenant is occupying.
Occupied Units
These are the operations that can be accessed when a unit is being occupied by a tenant
Collect Rental Payment
Used to easily create a paid rental payment from the tenant. See Creating Rental Payments
Create Payment Request
Create a pending invoice and send it to your tenants automatically to notify them to pay electricity, water, violation, or any miscellaneous payment. See Creating Payment Requests
Generate SOA
Generate and download a PDF of the historical transactions of the tenant
Update Lease Period
Renew the lease of a tenant for any duration. To create multiple contract periods, select the Add another period option. Set the Remind me option to choose the amount of time before a rental notification reminder is sent to the tenant.
Transfer Tenant
Easily transfer the tenant to a different vacant unit.
Evict Tenant
In case of any problems or if the lease has expired, a tenant can be evicted. The tenant can be notified via email of their eviction as well.
Additional Operations
On top the Unit Operations, these options allow more complex operations that can be accessed in the Action Button of the Unit Details page.
Waive Rental Payment
You can select this option on occassions where the rental of the tenant is waived for the month.
Catch Up Pending Rentals
This option will show only when there are missing pending rental payments. In cases where a newly inserted tenant is a few months overdue, this option will help create the missing payments in batches.
Automatically Divide Payment
When a tenant pays a large sum that encompasses multiple payments, use this option to automatically calculate and select which pending transactions will be paid.
