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Viewing Lease Details

The single lease view provides a complete overview of a lease agreement and all associated actions.

Updated over 2 months ago

The single lease view provides a complete overview of a lease agreement and all associated actions.

Accessing a Lease

Click on any lease from the leases list to open its detail page.

Lease Information

  • Agreement number displayed in the page title.

  • Status with colour-coded badge (Draft, Active, Expired, Cancelled).

  • Start and end dates.

  • Site details including site number and category.

  • Rent amount with payment frequency.

  • End of Lease Action showing what happens when the lease expires.

  • Created date.

Tenant Details

A lease can have one or more tenants. For each tenant the following is shown:

  • Name, email, phone, and address.

  • View Profile link to the full customer profile.

  • Send SMS button.

  • Flag/ban status indicators (flagged or banned warnings).

Available Actions

  • Edit Lease - Modify lease details.

  • Download PDF - Export the lease summary as a PDF.

  • Activate Lease - Move from draft to active (shown only for draft leases).

  • Renew Lease - Extend an active lease with a new end date, rent amount, and auto-renewal option (shown only for active leases with an end date).

  • Cancel Lease - Terminate the lease agreement (shown for active or draft leases).

Sections

Documents & Files

  • View and manage the lease agreement document (shown with an "Agreement" badge).

  • Upload additional files via the Upload Files button.

  • View and delete files.

Invoices

  • Create new invoices via the New Invoice button, specifying amount, description, customer, invoice type, and due date.

  • Mark invoices as paid or unpaid.

  • Void invoices.

  • Process full or partial refunds.

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