Tenant Introduction

The Tenant Introduction function is used when introducing an Applicant/Tenant to a Landlord and a one-off up front fee is taken. This function does NOT create a Tenancy record, but will change the Property Status to completed.

This screen is accessed from the Contact screen by clicking on the Tenancies icon and selecting the Tenant Introduction option from the Menu button. The screen is also accessed from the Tenancy List screen by selecting the Tenant Introduction option from the Menu button

Adding a Tenant Introduction

Add the details as follows:

• Property
• Tenant - select the tenant being introduced
• Tenant Fee #1 and #2 - this is used for the payments you are taking up front such as administration and reference checking fees. Enter the amount and select the product from the drop down list.
• Payment Method
• Total Due - this is the total of the landlord fees
• Receive Payment Now? - select this check box if you want to produce a receipt.
• Landlord Fee #1 and #2 - this is used for the payments you are taking up front such as administration and reference checking fees. Enter the amount and select the product from the drop down list.
• Payment Method
• Total Due - this is the total of the landlord fees
• Receive Payment Now? - select this check box if you want to produce a receipt.
• Bank Account - this is the account (Client, Current, Deposit)you want to post the setup fees and deposit to
• Received Date - the date upon the payment was received.
• Received By - the user that received the payment