How to Change Unit?
When Can You Use This?
This option is available only for contracts until the move-in date. If the contract has already started (i.e., the move-in date has passed), please use the Transfer Unit feature instead.
Step-by-Step Instructions
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Go to the Contract Detail Page
Navigate to the tenant's Contract Detail Page from the dashboard or tenant list. -
Select the Change Unit Option
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Click on the Actions button.
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Choose Change Unit from the dropdown list.
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A pop-up window will appear where you can select the new unit.
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Once selected, you’ll be redirected to the Change Unit Detail Page.
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Review Unit Information
The Change Unit Detail Page is divided into two sections:
Left Panel – Existing Box Information
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Shows the current unit, rental price, last invoiced date, outstanding invoice balance, and available security deposit.
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Toggle options available to:
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Adjust outstanding balance with this transaction.
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Apply security deposit towards unpaid invoices or refund.
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Right Panel – New Box Information
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Includes a ➕ Add Space button allowing users to assign multiple units to the same tenant if needed.
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Displays the selected new unit(s) with key details such as:
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Unit Size
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Rental Price
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Security Deposit
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Additional Charges (e.g., service fees, insurance, promotions like Black Friday Offers, etc.)
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Each line item (charges or services) can be edited or removed using the respective edit (edit) and delete (❌) icons.
This flexible setup ensures users can tailor the unit change to match the tenant’s requirements, whether it's upgrading space or applying custom services.
Cost Breakdown
Estimation Section
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First Invoice: Includes the prorated charge for the current billing cycle.
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Recurring Invoice: Reflects the regular charge going forward.
Final Adjustment Summary
This section provides a comprehensive overview of all financial adjustments during the unit change process.
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Action: "Generate Credit Note"
Indicates that a credit note will be automatically created in the backend for the existing unit’s unused rent period.
Refundable Amounts:
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Security Deposit from the existing box (if any)
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Prorated Rent Refund for the unused period of the current billing cycle
Payable Amount:
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Prorated Rent for the New Box based on the selected move-in date and rate.
Final Payable Amount
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The system automatically calculates the final amount after applying all refunds and charges.
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This amount dynamically reflects the net balance:
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If the tenant owes money, the amount will be displayed in red.
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If there is a credit balance in favor of the tenant, it will be displayed in green.
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This real-time calculation ensures full transparency and helps staff manage payments and refunds more efficiently.
Final Confirmation
After reviewing all details, click on Change Box to proceed. A pop-up window will appear with the following steps:
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Document Signing (Mandatory)
The updated contract must be signed to confirm the unit change. This step is mandatory and cannot be skipped. -
Invoice Generation
An invoice will be automatically generated based on the final payable amount shown in the adjustment section. -
Payment Method Selection
If the tenant has an outstanding balance, you'll be prompted to select the payment mode.
(Note: This option is only visible when there is a balance to be paid.)
Email Notification to Tenant
If the email notification toggle is enabled during the unit change process, the tenant will automatically receive a confirmation email containing:
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Unit Change Confirmation Email
A summary of the new unit details and confirmation of the switch. -
Contract Signing Link
A secure link for the tenant to digitally sign the updated rental agreement.
(Included only if email notifications are enabled.) -
Payment Link
If there is an outstanding balance, a payment link will also be included for immediate settlement.
(Included only if email notifications are enabled.)
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