Move In without Invoice

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 the customer has shared proof of payment.

Step 1: Navigate to the Move-In Section

  1. From the top menu, locate the Create button.
  2. Select Create Move-In from the dropdown menu.

Step 2: Select Business and Property

  1. Choose the Property (if you have multiple properties).
  2. Select the Business (if you have multiple businesses).
  3. Select the Storage Type (if you have multiple storage types).

Step 3: Add a Contact

  1. Either Create a New Contact or Select an Existing Contact from your database.

Step 4: Choose a Storage Unit

  1. Select the Preferred Box to open the side drawer with available boxes.
  2. Use the advanced filter options to refine your search:
    • Building
    • Floor
    • Storage Category
    • Size
    • Unit Status
  3. After selecting a unit, you will be navigated to the detail page.

Step 5: Review Unit Details

  1. View Box Details including:
    • Rent
    • Security deposit
  2. Optionally, add Add-ons such as:
    • Services
    • Insurance
    • Merchandise
  3. Apply discounts if applicable.
  4. If needed, add multiple units to the booking.

Step 6: Check-In Information

  1. Review and update the following:
    • Expected Move-In Date
    • Length of Stay
    • Payment Mode
    • Recurring Period
    • Invoice Cycle
    • Invoice Aging Days
  2. Review total Move-In invoice and recurring invoice amounts.
  3. Use the tooltip for a breakdown of costs.





Step 7: Proceed to Move-In

  1. Click on Proceed to Move-In.
  2. A pop-up window will appear to edit and confirm details.
  3. Edit Genie Link Details (via settings icon) to include:
    • Client Details (helps Tenant to review their details and modify if required)
    • Alternate Contact
    • Identity Document
    • Lease Contract
    • Payment Mandate

  4. Turn OFF: “Shall we generate the first invoice?” and Turn ON: “Shall we generate first invoice as quotation?”

  5. This ensures the system sends a quotation instead of an invoice along with move-in request email. The quotation allows the customer to review charges and arrange their offline payment (bank transfer, cheque, or cash).
  6. Click Confirm to finalize the move-in process or Cancel to abort.

Step 8: Move-In Completion

  1. A Move-In request email will be triggered, containing:
    • Move-In Invoice
    • Genie Link along with Quotation as an attachment for the tenant to complete the process.

2. Once the customer submits proof of payment, the operator can later generate the invoice and receipt manually.


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