Help · Property

Leases in SwiftlyBooks

Each unit let and to whom, with its charges on their own days, its rent increases and its deposit.

Add a lease

Press New lease. Choose the Property, Unit and Tenant, who must be a customer already.
Give the Starts and Ends dates. Leave Ends empty for month to month.
Under Charges, each on its own day, give each its Amount, Day and VAT.
Give the Deposit and Escalation each year, %, and press Save as a draft.
Someone who may approve leases presses Approve. It is numbered, such as LSE-0001, and its deposit is asked for.
If rent has already fallen due, it is shown first. Press Invoice it now, or Invoiced the old way if your old system billed it.

Renew sets a new end. The rent rises by the increase from the day after the present end.
Hold before its runs stops its invoices until a day you give. End the lease sets its last day.
Once its last day is set, press Draft the refund under Deposit, add what is kept for damage with Keep, and press Approve the refund.
Under Letters, write a renewal offer or another letter with the lease's figures.

Tenants sign in to the tenant portal with their lease's email, to see their invoices, statements and deposit. They never count as users.
In Zimbabwe:For a home, a deposit above a month's rent, or a rise above 30%, is warned about.
In Zambia:For a home, a deposit above two months' rent is warned about.

The same help is in the app: press the ? at the top of any page.