Adding tenants & sending invites
Add a tenant as a person, then create their lease to set rent and start billing.
Add a tenant
- 1Go to Tenants → Add Tenant.
- 2Enter their name, email, and (optionally) phone.
- 3Save. The tenant gets an email invite to the optional tenant portal.
A tenant is just a person here, there's no rent or unit yet. You set the rent, deposit, term, and unit when you create their lease (next).
Then create their lease
To start collecting rent, go to Leases → New Lease. The guided wizard ties the tenant to a unit and sets the rent, deposit, fees, and dates, and creates the first charge. See “Creating a lease” for the full walkthrough.
Do tenants need an account?
No. Tenants can pay every month straight from the emailed pay link without ever creating an account. The portal is optional, it just lets them see history and manage autopay.
Moving a tenant out
Use Archive (not delete) on a tenant who has moved out. Archiving keeps their full payment history, removes them from your active list, and stops future billing. You can't archive a tenant who's still on an active lease, end the lease first.