Transfer a tenant to a new unit


How to transfer

From a unit rental page, click on the 3 dots button in the top right corner and select Transfer to another unit.
A window will pop up. Here you will fill out:
  • New unit
  • Transfer date
  • Rental price
Selecting a new unit
Click the Select Unit button.
This will open a list where you will select the new unit that the tenant will be transferring to.
You do not have to select a unit from the same existing unit type.However, the window will open initially with the list filtered to only show available units of the same unit type.If you would like to move the tenant to a new unit type:
  • You can view all available units by clicking on Type: in the top left and then selecting All.
  • You can also view specific unit types by selecting them in this same list.
Transfer date
Click in the Transfer date field to view a calendar and select the date you want the transfer to take place.If you select today's date it will initiate the transfer immediately upon clicking the blue Transfer button.
Rental price
Input the amount for the new rental price.If you are transferring the tenant to a different unit type, it is advised to double-check and confirm the rental price matches the new unit type rental cost.

After unit transfer

After transferring a tenant to a new unit, their previous unit will immediately be set as available. Additionally, after a transfer, you will be routed to the new unit, where you'll now see a link to the parent (previous) unit. This makes it easy to trace the original unit details and history.
The deposit and prepayment amounts remain unchanged when moving to a unit with a different rental rate. Charges, rental amount differences or deposit differences are not currently prorated for transfers within a billing cycle.The invoice for the new unit will be generated on the next billing cycle. Thus, it's important to review the rent price when transferring to the new unit as explained above.It's important to note that the Deposit, Prepayment and Revenue accounts are linked for both current and old unit rentals. Updates or changes to these accounts will affect both rentals but not reporting or invoice attribution in exported data.

Adjustment after transfer to lower price unit
If a customer moves to a unit with a lower rental price, you may decide to refund a portion to the customer by creating a new invoice or using the overpayment in the next billing cycle to deduct the rental price. One way to do this would be to add a discount through the Charges section of the unit rental for the next invoice.
Adjustment after transfer to higher price unit
If the tenant upgrades to a higher-priced unit, you can create a new invoice to charge them for the price difference immediately. Alternatively, you can add a new charge in the charge section, ensuring that the next month's invoice includes an extra charge for the additional rent owed by the customer.

Any prorate/overpayment calculation needs to be done manually before adjusting amounts for charges or refunds.

If you would like to see additional features added to the transfer function, you can add your vote to this feature request in our roadmap.
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Transfer a tenant to a new unit