---
title: Settlement Invoice Generation
slug: settlement-invoice-generation
createdAt: 2025-09-09T10:12:29.060Z
---

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.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/3ecWSEOVt-PAzVe0cOCUt_image.png)

**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.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/_V-Ik8GS8pYvLw8ZwPZsJ_image.png)

### Initiating Notice to Vacate

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

Click on the "Notice to Vacant" button.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/ARemypsr_yyq_87p0_a9F_image.png)

### 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.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/K_AoldxjuRGKN1cRL9Q8__image.png)

After filling all the information upload agreement and click on submit button.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/ZKGeKCRvLjbq5e_7Jql4m_image.png)

### 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

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/Iz8nXEA-WQl1xFDka8RbD_image.png)

### 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.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/VxQ_vF1_iRd9dePmWZnBV_image.png)

### Generate Pending Invoices

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

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/orbyfvI5D443D0xh-ZQoR_image.png)

### 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.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/laJHSZzHS6BCKvewVGb-k_image.png)

Now firstly generate all the pending invoice of tenant R.V Singh.

Now click on generate button.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/pln5-VhcGDGk-uRuUW70z_image.png)

Now the invoice will be generated successfully.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/ZIvpW-rR473imXHJvvx46_image.png)

### Final Settlement Confirmation

Return to the On Notice section.

Open the Finalize Vacant Details form again if needed.

After verifying all data, click Submit.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/rlW0Ejime9CJEgVMRzlKY_image.png)

- A notification will confirm that the Settlement has been successfully generated.



![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/lWVEPCtfvz50Bd-8-8_Zp_image.png)

### 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”.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/2LaMYXTsEH4QkGweQRYcR_image.png)

- Upon confirmation, the **tenant will be successfully checked out**, and the property status will be updated as vacant.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/L3eFHlf-bVP752FAXPKvF_image.png)

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.