Managing Leases & Payments in Estate

Managing Leases & Payments

Creating a Lease Contract

1. Go to the Leases menu
2. Click + New Lease
3. Select the property and unit
4. Select the tenant
5. Fill in lease details:

- Start date and end date

- Monthly rent amount

- Deposit amount

- Payment due date (e.g., 1st of each month)

- Auto-renewal toggle

1. Upload the signed contract document (optional)
2. Click Save

Billing & Invoices

Estate automatically generates monthly invoices based on active leases:

• Invoices are created on the configured billing date
• Each invoice includes rent, utilities, and any additional charges
• Tenants receive email notifications with payment details
• Track payment status: unpaid, partial, paid, overdue

Recording Payments

1. Open the lease or go to Payments
2. Find the outstanding invoice
3. Click Record Payment
4. Enter: amount, date, payment method (transfer, cash, e-wallet)
5. The system updates the balance automatically

Maintenance Requests

Tenants can submit maintenance requests, or you can create them manually:

1. Go to Maintenance
2. Click + New Request
3. Select the property, unit, and category (plumbing, electrical, AC, etc.)
4. Describe the issue and set priority (low, medium, high, urgent)
5. Assign to a technician or vendor
6. Track status: open, in progress, completed

Reports

• Occupancy Rate — Percentage of occupied units per property
• Revenue Summary — Monthly and yearly rental income
• Overdue Payments — Tenants with outstanding balances
• Lease Expiry — Upcoming lease expirations for renewal planning