Billing & Old Dues Handling

this document provides a step by step overview of how to create a lease , generate invoices , and process payments within the erp it is designed for business users and property managers to streamline tenant onboarding and ensure accurate billing and payment tracking automatically capture unbilled or unpaid invoices as old dues ensure tenants always see the accurate net payable regenerate monthly reports missed invoicing erp auto detects missed/unpaid invoices it is added as old dues to the next bill example monthly billing with unpaid rent period 1 rent 20,000 status not billed or paid period 2 current rent 20,000 old dues 20,000 (from period 1) total payable 40,000 period 3 current rent 20,000 old dues 40,000 (periods 1 & period 2) total payable 60,000 period 4 current rent 20,000 old dues 60,000 (periods 1–3) total payable 80,000 system behavior requirements auto detects unpaid periods shows a clear invoice breakdown current rent old dues (by month) total payable "pay now" button behavior only active on the latest invoice older invoices are not directly payable upon payment earlier invoices marked as "settled" latest invoice marked as "paid" login to your account log in to your account upon successful login, the system will redirect you to the dashboard , where you can begin the lease creation process move to rental units navigate to the leasing section and select rental units you will see three categories active lease vacant rental units reserved rental units select the vacant rental unit tab to see all units currently available for lease add a new lease click on add lease you will be directed to the tenant details section two options will appear existing tenant and new tenant click on new tenant enter tenant details fill in the new tenant’s personal information prefix (mr /ms /mrs ) first name & last name gender email address phone number enter lease details open the add lease page section fill in all the required details lease start date and end date specify the lease duration tenure period (months) total lease term discount period (months) indicate the duration of the discount in months security deposit amount enter the refundable deposit amount late fine (per day) define the daily penalty for overdue payments monthly rental charge monthly rent amount discount amount enter if applicable lock in period (months) minimum required duration of stay upload the lease agreement add energy & other charges clicking next will open the add energy & other charges page enter the required utility or service charges charge name e g , power backup charge type fixed or rate based default value rate per unit of usage review & submit clicking next will take you to the preview and submit page carefully review all the entered information general information property name, unit name tenant information includes first name, last name, contact number, and email address lease information duration, rent, discounts and other terms lease agreement review uploaded agreement energy and other charges review all added charges lease created successfully after verifying everything, click the submit button the lease is now successfully created invoice generation & payment processing log in to your rentilium account go to the accounting section move to invoice click to expand the accounting section you will see the following options invoice payment payment history generate an invoice go to the invoice section locate the tenant if no invoice has been generated, the invoice status will show as no invoice click on preview and generate the invoice page will open click the generate button the invoice will be generated successfully processing a payment now go to the payment history section locate the tenant ( priya singh ) whose status is showing as unpaid click on the update button the add credit page will open fill in all required payment information click on save changes the payment will be updated successfully the status for tenant priya singh will change to paid