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Activating a Lease

Move a draft lease to active status when both parties are ready to proceed.

Move a draft lease to active status when both parties are ready to proceed.

How to Activate

  1. Open the lease detail page.

  2. When the lease is in draft status, a Ready to Activate card is displayed at the top of the page.

  3. Optionally check the Generate first invoice checkbox to create the first invoice immediately upon activation.

  4. Click Activate Lease on the card.

Generate First Invoice

When the Generate first invoice checkbox is checked at activation, the system creates the first rent invoice immediately. The first invoice covers the period starting from the lease start date and its due date is the day before the period begins.

If the checkbox is unchecked, no invoice is generated on activation. For automatic invoicing leases, the first invoice will fire Invoice Advance Days before the second period starts (treating the first period as already paid β€” e.g. paid in cash on key handover).

What Happens

  • The lease status changes from Draft to Active.

  • The site is reserved for the lease period.

  • If "Generate first invoice" was checked, the first invoice is created immediately.

  • For automatic invoicing, next_invoice_date is set to the lease start date (or the next period start if the first invoice was generated). The auto-invoice job will fire Invoice Advance Days before that date.

  • For manual invoicing, no further automation runs β€” you create each subsequent invoice yourself from the lease detail page.

Late Invoices on Back-Dated Leases

If you activate a lease whose start date is in the past (e.g. you set up the system after the tenant has already moved in), the first invoice will be automatically flagged as Late. This is normal β€” it just signals that the invoice was generated after the period had already started.

Before Activating

Make sure you've:

  • Uploaded the signed lease agreement.

  • Verified all lease details are correct.

  • Confirmed with the tenant.

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