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.
Invoice method (Automatic or Manual).
End of Lease Action showing what happens when the lease expires.
Created date.
Upcoming Invoice
When automatic invoicing is enabled, an Upcoming Invoice box is displayed showing:
Next invoice covers period starting — The start date of the next billing period.
Will be sent on — The date the invoice will actually be generated, which is
Invoice Advance Daysbefore the period starts.Amount — The amount of the next invoice. If the upcoming period is shorter than a full payment period (e.g. the lease ends mid-month), the amount is automatically pro-rated and labelled with (pro-rata).
Period date range — The start and end dates the invoice covers.
Late Invoices
If an invoice is generated for a billing period that has already started (e.g. you created a back-dated active lease, or the daily auto-invoice job missed a few days), the invoice is automatically flagged with a Late badge in the invoice list. The invoice is otherwise normal — its due date is the day before the billing period started, which means it will appear immediately overdue in your dashboard. Late invoices are typically created when:
An active lease is created with a start date in the past
The auto-invoice job is delayed past a billing period boundary
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.