Settlement Invoice and payment details

this document serves as a step by step guide for managing the tenant check out process, covering key tasks such as issuing a notice to vacate, generating settlement invoices, updating payments, and confirming the property's vacancy it is designed to help admin users smoothly manage the process of moving a rental unit from occupied to vacant, making sure tasks like creating invoices, updating payments, and completing the final settlement are done correctly and on time login to admin account log in using your admin credentials after login, you will be directed to the admin dashboard navigate to the leasing section from the dashboard click on rental units there are three categories under rental units leased rental units – units that currently have active leases unleased rental units – units that are vacant or available for lease draft rental units – leases that are saved but not activated yet initiating notice to vacate from the leased rental units, select the unit with the active lease click on the "notice to vacant" button filling the notice details click the "on notice" button to open the notice form fill in the required details unit name property name tenant name notice start date check out date upload agreement document (pdf or scanned copy) once completed, click submit after filling all the information upload agreement and click on submit button viewing tenants on notice click on on notice section to view all tenants currently under notice example unit name dt 9, tenant name r v singh final settlement process click on the "settlement" button next to the tenant's name the finalize vacant detail page will open click on submit button generate pending invoices once the vacant details are submitted, you will see a message please generate all pending invoices update tenant payment now go to accounting section and click on payment option update the payment of tenant r v singh unit is dt 9 now firstly generate all the pending invoice of tenant r v singh now click on generate button now the invoice will be generated successfully final settlement confirmation return to the on notice section open the finalize vacant details form again if needed after verifying all data, click submit a notification will confirm that settlement has been successfully generated tenant check out process click on the "check out" button for the tenant a confirmation message will appear “do you want to vacate this property?” click “yes vacant” upon confirmation, the tenant will be successfully checked out, and the property status will be updated as vacant by following these steps, admin users can complete the tenant check out process accurately and efficiently, ensuring all payments are settled and the unit is ready for the next lease