Domi Vera

Create a draft lease

Prepare a lease without billing anything yet - stage it, collect the deposit, then activate.

Before you start

Start: Leases Result: a lease that bills nothing until you activate it.

A draft is the normal way to begin. You can prepare the next tenant’s lease while the current one is still running - a unit allows only one active lease, but any number of drafts.

Steps

  1. Go to Leases and create a lease.
  2. Choose the unit and the tenant. For a shared house, put every tenant on the one lease - see tenants.
  3. Set the term - the contractual start and end dates.
  4. Set the rent and the due day.
  5. Check the charges. They are copied from the unit’s templates and are yours to adjust on this lease.
  6. Record the deposit - see deposits.
  7. Save as a draft.

Next

When the tenant takes occupation, activate it - see start a lease.

Nothing is billed while the lease is a draft. It does not appear in invoice generation and the tenant sees nothing.

Related

  • LeasesThe agreement tying a tenant to a unit for a period, at a rent. It is what billing actually runs from.
  • DepositsMoney held against a lease, not income. It is tracked separately and settled when the lease ends.
  • Start a leaseActivate a draft so it begins billing, recording when the tenant actually took occupation.