Add a charge to a lease

Change what one tenant is billed, without touching the unit defaults.

Start: the lease, Charges tab Result: a charge that appears on that lease’s next invoice.

Editing a lease charge affects this tenant only. It does not touch the unit’s template or any other lease.

Steps

  1. Open the lease and go to its Charges tab.
  2. Add the charge and set who bears it, its kind and its amount.
  3. Set whether it is pro-ratable.
  4. Save.

Which kind?

Kind Use when
Fixed the same every month - rent, a fixed admin fee
Variable the amount changes monthly - a municipal bill
Metered variable, and you want the reading on record - water, electricity
Once-off it does not repeat

A variable charge blocks the invoice from being issued while its amount for that period is blank. A blank is not a zero - if the answer genuinely is zero, enter 0 and the invoice will issue.

For something genuinely one-off and unrelated to the monthly cycle, an ad-hoc invoice may fit better - see invoices.

Related

  • Charges and charge templatesA template is the reusable definition kept on the unit. A charge is a real line on one lease. Editing one never changes the other.
  • LeasesThe agreement tying a tenant to a unit for a period, at a rent. It is what billing actually runs from.
  • Create a charge templateSet a unit's default charges, so every new lease starts from them.