How do I view a tenant profile?
In order to view a tenant profile, open Contacts → "Tenants" from your left side menu and click "View profile" for the required tenant:
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On your tenant's profile you will see the following tabs: "Profile", "Leases", "Transactions", "Insurance", “Applications” and "Requests".
- Profile: shows the tenant's general information, attachments, etc.
- Leases: looks at your tenant's active/ended lease details.
- Transactions: provides all the tenant's invoices to date. You can track the funds your tenant sent to and received.
- Insurance: shows insurance details if the tenant is covered with renter’s insurance.
- Applications: shows all the tenant’s applications in Approved status.
- Requests: shows all the requests that are shared with the tenant.
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The three dots menu at the top right provides you with multiple options:
- Edit: Press this button to edit your tenant’s information.
- Send connection/Remove connection: Choose this option to establish a connection request with your tenant or to remove the connection.
- Move in: Use this option to move a tenant in to your property and create a lease.
- Add an invoice: This is the quickest way to create an invoice and charge your tenant.
- Manage bulk invoices: Use this option to manage property or general invoices in bulk.
- Add insurance: This is the quickest way to add insurance information.
- Archive: Use this option to archive a tenant.
- Delete: Press this button to delete a tenant’s contact. This action removes related leases and related transactions.
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Under your tenant's first and last name, you can see the quickest ways to return deposits, view outstanding invoices, and apply credits to unpaid invoices:
- Outstanding: Press the "Receive" button to see the list of outstanding invoices and mark them as paid/delete if needed.
- Deposits: Press the "Return" button if you would like to return a deposit to your tenant.
- Credits: Press the "Apply" button to apply credits toward a tenant's open invoices.
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You can download a Tenant Statement Report, which shows a tenant's accounting based on when it was due. The report includes deposits, prepaid rent, and other deposits. It will also include all invoices outstanding to date.
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Last updated:
May. 27, 2024