Settlement Invoice Generation

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.

There are three categories under Rental Units:

Active Lease – Units that currently have active leases.

Vacant Rental Units – Units that are vacant or available for lease.

Reserved Rental Units – Leases that are saved but not activated yet.

From the Leased Rental Units, select the unit with the active lease.

Click on the "Notice to Vacant" button.

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.

Click on On Notice section to view all tenants currently under notice.

Example: Unit Name: DT 9, Tenant Name: R.V Singh

Click on the "Settlement" button next to the tenant's name.

The Finalize Vacant Detail page will open. Click on submit button.

Once the vacant details are submitted, you will see a message: Please generate all pending invoices.

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.

Return to the On Notice section.

Open the Finalize Vacant Details form again if needed.

After verifying all data, click Submit.



Click on the "Check-Out" button for the tenant.

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.