How to Create a Move-In or Contract?

The Move-In process in StoRegister Sleek enables you to onboard tenants by assigning storage units, configuring billing, and generating invoices and contracts—all within a single workflow.

Step 1: Navigate to the Move-In Section

From the top menu, click on Create

Select Create Move-In from the dropdown

Step 2: Select Business & Property

Choose the Property (if multiple properties exist)

Select the Business (if applicable)

Select the Storage Type

Step 3: Add Tenant (Contact)

Select an Existing Contact
OR

Click Create New Contact to add tenant details

Step 4: Select Storage U​nit:

Click on Preferred Box

Use filters to refine selection:

Building

Floor

Storage Category

Size

Unit Status

Select the unit to proceed to the details page

Step 5: Review Unit & Add-ons

Review:

• Rent
• Security Deposit

Add optional:

• Services
• Insurance
• Merchandise

Apply discounts if required

Add multiple units if needed

Step 6: Configure Check-In Details

Update and review:

• Expected Move-In Date
• Length of Stay
• Payment Mode
• Recurring Period
• Invoice Cycle
• Invoice Aging Days

Additional configurations:

• Review Move-In Invoice and Recurring Invoice
• Modify Pro-rata Type
• Add advance payment months (without changing recurring period)
• Use tooltip for cost breakdown
  
  

Step 7: Proceed to Move-In

• Click Proceed to Move-In
• A confirmation pop-up will appear

Configure Genie Link (⚙ Settings)

• Client Details (editable by tenant)
• Alternate Contact
• Identity Document
• Lease Contract
• Payment Mandate

Invoice Options

• Generate Invoice Immediately
• Generate Invoice Upon Payment

If generating immediately:

• Select Payment Mode
• Select Sub-Payment Method
• Click Confirm to complete
• Click Cancel to abort

Step 8: Move-In Completion

Move-In request email is automatically sent to the tenant

Includes:

• Move-In Invoice
• Genie Link

      

Upon successful completion of the move-in process, the tenant will automatically receive:

• Move-In Confirmation Email
  Confirms that the move-in process has been successfully completed.
• Signed Contract
  A copy of the digitally signed lease agreement for their records.
• Relevant Documents
  Any additional documents shared during the move-in process (e.g., identity documents, attachments, or agreements).
• Payment Receipt (if payment is made)
  A receipt confirming the transaction details for the completed payment

• Related Articles

• How to Create a Move-In Without Generating an Invoice (Offline Payment Mode)?

  In certain cases, you may want to create a move-in without generating the move-in invoice immediately, especially when the customer chooses an offline payment mode (e.g., bank transfer, cheque, or cash). This ensures the invoice is only issued after ...

• How to Create a Lead?

  Creating a lead in StoRegister allows you to reserve a unit for a prospective tenant without confirming the move-in. This is ideal when the customer is still deciding or planning ahead. Steps to Create a Lead: 1. Access the Create Move-In Option From ...

• How to Cancel a Contract?

  StoRegister allows you to cancel a contract with a future move-in date. This is useful when a tenant changes their plans before the rental period begins. The system also ensures that any associated invoices are automatically reversed. Prerequisites ...

• How to Perform a Schedule Move Out?

  The Schedule Move Out operation is designed for scenarios where a tenant with an active contract provides notice to vacate a unit — either effective immediately or on a future date. The operation respects the required notice period settings and ...

• How to Reschedule a Tenant’s Move-Out Date?

  This guide walks you through the process of rescheduling a tenant’s move-out date in StoRegister. Whether you're simply adjusting the move-out date or performing a full final rental settlement, the system ensures a seamless experience for both ...