Create a charge for a lease
Choose the rental, amount and billing schedule.
On this page
Review existing rent, deposit and recurring charges for the same period. Have the agreed amount and due dates ready.
Step 1: Open Create charge
Open the lease Payments tab and choose Create charge. You can also use Payments > + New > Charge. Check Rental and the lease term.
Step 2: Enter the amount
Choose Category and enter Amount. Use Add description for the rental period or reason. Rent, Utility and Other allow recurring charges; Security deposit, Late fee and NSF fee are one-time.
Step 3: Choose the schedule
Select One-time and Due date, Monthly and Due day of month plus Starting month, or Weekly and First due date. Review the schedule shown below the fields.
Step 4: Review the other options
For a one-time bill, use Add attachment if needed. For recurring charges, check the end condition and rent late-fee settings. Open Payment destination to review where eligible payments go. Use the split guide if two or more tenants need individual amounts.
Step 5: Create and check
Review the rental, total and dates, then choose Create. Check the confirmation and the lease Payments page. Creating a bill does not collect it or turn on tenant Autopay.
Monthly and weekly schedules
Monthly offers Ending month or Create charges until lease ends. Weekly offers End date or Stop at lease end. The saved lease end date matters; with no end date, the schedule can continue until stopped.
Weekly repeats every seven days from First due date. A past start date can produce past-due bills. Use the recurring-charge guide for detailed settings.
A different first month or advance rent
Enter the agreed amount for a one-time Rent bill. Start the regular schedule after that period so it is not billed twice. This form does not calculate the first-month adjustment for you.
For agreed advance rent, clearly describe the period covered. Check existing charges before entering a combined amount or separate bills.
Find a missing or inactive charge
Review the correct lease and Payments > Charges. Check the due date, active schedule and end date. A saved schedule and an issued bill are different records. Do not add a duplicate because a renter cannot see a bill.
Use the missing-charge guide for account and payment-access checks. No fixed advance-release or reminder timing is promised here.
Security deposits
Choose Security deposit, One-time and Due date. Review the displayed limits and destination. The charge records what is owed; it does not change the deposit agreed in the lease or prove money was received. Follow the requirements that apply to your rental.
Check the result
- Check the saved result on the correct lease before making another change.
FAQs
Which category should I use?
Use the listed category for the expense. Choose Other and add a description when none fits; this form does not create custom categories.
Why is the rental unavailable?
A charge needs an eligible lease and tenant record in your portfolio. Check the selected rental and tenant setup before creating it.
Can I give each roommate a different due date?
The split uses the schedule selected for that charge. Review a different agreed arrangement before creating extra schedules; do not duplicate the full rent.
Can I change a charge later?
Use Edit or Edit schedule when offered. Paid or processing records and collection reservations restrict changes. See the edit guide.