Editing a lease is simple and straightforward, but there are a few important details to keep in mind before you begin. Let’s walk you through it.
Note! Leases that are marked as Ended, Past, or Future cannot be edited.
Additionally, dates like the First Rent Invoice Date and End Date cannot be edited for active leases. In such cases, the lease must be deleted and recreated with correct dates.
To edit a lease, start by navigating to Contacts → Tenants in the left-side menu of your dashboard.
If you are using the New Navigation layout, open the Renters page from the Property Operations left-side menu and switch to the Renters tab to see tenants list.
Find the tenant you’re looking for, click “View Profile” on their card, and go to the “Leases” tab.
This tab lists all the leases the tenant is currently part of or was previously included in. Click View next to the lease you want to edit to open its detailed view.
Edit lease terms
Once you’re on the lease page, look for the Actions button in the upper right corner. Click it, and you’ll find the Edit option. This option allows you to modify the lease terms information.
Edit Tenant Information
If you need to update tenant details, scroll down to the Tenants section and click the Edit Tenants button. From here, you can add new tenants or update the details of existing ones.
If you remove a tenant from a lease, recurring rent and other invoices will stop posting for that tenant. The leases, attachments, maintenance requests, and all lease-related transactions will be removed from the tenant's account.
If you remove and later re-add a tenant to a lease, it is unnecessary to recreate the lease. Once the tenant accepts the connection invite, they regain access to the lease and can proceed to sign it normally.
Note!
Once you have added a new tenant to the lease and your tenants are paying individually, make sure that the split rent amounts are correct;
Previous lease invoices are not visible to the new tenant.
Scroll a bit down to edit the Dependents information.
Edit Lease Recurring Transactions
In the Lease Transactions section, you can easily update details like the rent amount, rent frequency, or due date to reflect any changes. You can also adjust the late fees and management fees details. Follow these steps to update the payment due date for a lease:
Navigate to the tenant's profile or the Renters > Leases section.
Select the active lease for which the payment due date needs to be changed.
Go to the Lease Transactions tab.
Click Edit Recurring Rent.
Update the Due day field to your desired date and make any other changes (e.g., amount or frequency, if necessary).
Click Update to save the changes.
Special Scenarios
1. Changing the Due Date to the 1st of the Month To set the recurring rent due to the 1st of each month, follow the same steps provided earlier and simply update the Due Day field to "1st." This ensures that all rent invoices align with the start of the month. 2. Enabling Immediate Rent Payment for the Current Month
If tenants need to pay rent for the ongoing month, create a one-time manual invoice for the current period.
Edit the recurring rent settings to define the due dates for upcoming rental cycles. 3. Adjusting a First Rent Invoice Date If the first rent invoice date was set incorrectly for an active lease:
Delete and recreate the lease with the corrected date.
Alternatively, for mid-month lease starts, issue a one-time prorated invoice for the initial period and configure future payments to reflect normal billing cycles.
Please Note: You cannot change the first rent invoice date once the lease has become active. If you need to change the first rent invoice date, you will need to delete the lease and recreate the lease with the correct first rent invoice date. As an example, if your lease starts in the middle of the month, you would want to create a one-time rent invoice for the prorated rent and then set the first rent invoice date for the first full month of the lease.
Edit Agreement Attachments
Head to the Agreements section, where you can request, edit or replace the lease document with just a few clicks. Here you can also send a notice to the tenant(s).
To initiate an e-signature request, access the tenant's profile, go to the Leases section, and select the relevant lease. Open the Agreements & Notices tab and click Request next to Lease Agreements. Once sent, tenants will find a Sign Agreement button in their dashboard banner to complete the signing process.
Edit Utilities
In the Utilities section, you can update who is responsible for paying and managing utility services and request the utility information setup. Simply click the Edit button to make adjustments.
Timeline
You can check lease-specific activity, edits, and updates in the Timeline.
You can also print out the records. The print version matches the timeline preview:
