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Revenue Lease

After the initial setup is completed, review this general flow for a revenue lease.

Tip: To create a simple lease, use the New Lease Wizard. If you need to make further adjustments, you can review this workflow for additional information.

  1. On the Lease Details, create a lease:
    1. The Lease Header is for the general settings of the lease.
    2. The Lease Term tab is for the length of the lease.
      You can add more than one term for the lease.
    3. The Levels 1, 2, 3 tab is for linking the lease to a property or unit (for example, a suite in an apartment building).
    4. The Charges tab is for applying charges to the level.
      When you add a charge, be sure to select through the levels before adding a charge. For example, the lease category has two required levels. To be able to add a charge, select a line in the first level, then select a line in the second level, and then you can add a charge.
  2. After the lease is set up, you can accept Deposits for the lease.
  3. Add Insurance information and information for User Defined Fields for the lease.
  4. If a meter charge is on the lease, you can enter Meter Readings.
  5. You can modify the Billing Lines for any charge on the lease. Change can be adding escalations or abatement discounts to the charge.
  6. Add Sales Reporting and specify details for a sales based charge on the Sales Based page.
  7. Use the Invoice Creator to generate invoices.

    8. To pay a free text invoice, see Settle a Free Text Invoice Workflow.

  8. If during the life of the lease, the customer wants to move from one space to another under the current lease, use the Space Change Wizard.
  9. When the lease is to be terminated, use the Move Out Wizard.