Ask for the move-in money
Open the lease and its Move-in tab (or Money › Move-in money, which opens the next lease starting). Due under the lease lists first month, security deposit, last month and the total due before keys. Nothing is collected until you post it as a charge:
- Under Request the deposit, check the amount, add a note if you like, and press Send deposit request. It is posted on the lease ledger as a security deposit charge.
- Post anything else due before move-in (fees, and the first month's rent with the type First month rent) on the Ledger tab with Add Charge. See Collect rent.
The tenant pays these from their Pay rent page by card or bank. You need a payout account first: Set up how you get paid.
The Deposit tab shows what the lease requires, what you have requested, and the deposit's stage (Not requested, Held, Pending closeout, Released). Money › Deposits lists the deposits on all your leases. These are records of what was charged and paid under each lease.
Confirm the moving day
Tenants ask for a moving day from their portal. Open Maintenance › Move-outs and its Move calendar tab (Move scheduling) and Confirm or Decline each request; the tenant sees your answer.
Move-in inspection
Schedule a Move-in inspection under Maintenance › Inspections. See Inspections.
Next: Set up how you get paid.