Tenants Screen

Step-by-Step Guide

1. Open the Tenanz app and tap on the "Tenants" tab at the bottom of the screen
2. Tap the "+" (plus) button
3. A form will appear. Enter the tenant's information:
   • Name: The tenant's full name (this is required)
   • Email: The tenant's email address (this is optional, but it's helpful if you want to send them bills or if they want to use the tenant app)
4. Tap "Save" or "Add Tenant" to create the tenant
5. The tenant will now appear in your tenants list
6. You can assign the tenant to a property or unit later using the "Assign Property" or "Assign Unit" action

What This Does

Inviting a tenant allows them to download the Tenanz Tenant App. They can use the app to view their bills, pay rent, upload payment receipts, and see their lease details.

Step-by-Step Guide

1. Go to the Tenants screen
2. Find the tenant you want to invite
3. Tap the Manage button on the tenant card
4. Select Invite Tenant from the menu
5. The tenant will receive an email containing a registration link. They must use this link to complete their registration and access the app as your tenant.

What This Does

Editing a tenant lets you update their name or email address. This is useful if you made a typo, the tenant changed their name, or they got a new email address.

Step-by-Step Guide

1. Go to the Tenants screen
2. Find the tenant you want to edit in the list
3. Tap the Manage button on the tenant card
4. Select Edit Tenant from the menu
5. Modify the tenant's name and/or email address
6. Tap "Save" to apply your changes
7. The updated information will be reflected immediately

What This Does

Assigning a tenant to a property or unit connects them to that rental and sets up all the lease details. This is the same as renting a property to a tenant - it creates the lease agreement and allows the app to automatically create rent bills.

Step-by-Step Guide

1. Navigate to the Tenants screen
2. Find the tenant you want to assign to a property or unit
3. Tap the Manage button on the tenant card
4. Select Assign a Property or Assign a Unit from the menu
5. Select the property or unit from the list
6. Enter the lease information:
   • Monthly Rent - The amount of rent per month
   • Security Deposit - The security deposit amount
   • Lease Start Date - When the lease begins
   • Payment Due Day - Day of the month when rent is due (e.g., 5th)
   • Preferred Payment Mode - Cash, Online, Check, etc.
   • Annual Rent Increment (optional) - If you want to track the annual rent increment or be reminded of it in the future, you can fill this in as well.
7. Review all information and tap "Assign" or "Save"
8. The tenant will be assigned to the property/unit and the lease will be active

What This Does

Updating a lease lets you change the rent amount, payment due date, payment method, or set up automatic rent increases. This is useful when you raise the rent, change when rent is due, or want to adjust other lease terms.

Step-by-Step Guide

1. Go to the Tenants screen
2. Find the tenant whose lease you want to update
3. Tap the Manage button on the tenant card
4. Select Manage Lease from the menu
5. Select Lease Details
6. Modify any of the following lease details:
   • Monthly Rent - Update the rent amount
   • Payment Due Day - Change when rent is due
   • Preferred Payment Mode - Update payment method
   • Annual Rent Increment - Update this if you want to track or be reminded of the increment
7. Note: Lease start date cannot be changed after assignment
8. Review changes and tap "Save" or "Update"
9. The lease information will be updated and will apply to future bills

What This Does

Rent increment history is the record of when rent changed and by how much. You can edit a past increment's amount or month if it was entered incorrectly. The first row (lease start) cannot be changed. If a tenant only has that one row, there is nothing to edit yet.

Changing the latest increment also updates the tenant's current monthly rent and the date used for increment reminders. Two increments cannot use the same month.

Step-by-Step Guide

1. Go to the Tenants screen
2. Find the tenant whose increment history you want to fix
3. Tap the Manage button on the tenant card
4. Select Manage Lease
5. Select Rent Increment History
6. Tap an increment to edit it. The first row (lease start) cannot be edited
7. Update the amount and/or the effective month, then tap Save
8. The month you pick must be after the previous increment and before the next one

What This Does

Recording a security deposit lets you track how much deposit a tenant has paid. You can record the full amount at once, or accept it in parts (installments). Tenanz keeps the paid, pending, and overall deposit status up to date for each tenant.

Step-by-Step Guide

1. Go to the Tenants screen
2. Open the tenant who has a security deposit set on their lease
3. Tap the Manage button on the tenant card (or use the actions on the tenant details screen)
4. Select Record Security Deposit
5. Choose how much was paid:
   • Full payment — clears the remaining deposit balance
   • Partial payment — enter the amount paid now; the rest stays pending
6. Select the payment date and payment mode
7. Tap Save to record the payment
8. The tenant's security deposit card will show the updated paid amount, pending amount, and installment history

What This Does

Terminating a lease ends the rental agreement and removes the tenant from the property or unit. All lease information is cleared, and the property becomes available to rent to someone else. The tenant stays in your tenant list, so you can rent them a different property later if needed.

Step-by-Step Guide

1. Navigate to the Tenants screen
2. Find the tenant whose lease you want to terminate
3. Tap the Manage button on the tenant card
4. Select Terminate Lease from the menu
5. A confirmation dialog will appear showing the lease details
6. Review the information carefully
7. Confirm the termination by tapping "Terminate" or "Confirm"
8. The lease will be terminated, the property/unit will be vacated, and all lease information will be cleared
9. The tenant will remain in your tenant list but will no longer be associated with any property or unit

What This Does

Deleting a tenant permanently removes them from your Tenanz account. This is useful if you added them by mistake or no longer need to track them. All information about the tenant will be deleted.

Step-by-Step Guide

1. Go to the Tenants screen
2. Find the tenant you want to delete
3. Tap the Manage button on the tenant card
4. Select Delete Tenant from the menu
5. A confirmation dialog will appear warning you about the deletion
6. Important: You can only delete tenants that are:
   • Not currently renting any property or unit
   • Have no active leases
7. If the tenant meets the requirements, confirm the deletion
8. The tenant will be permanently removed from your system