Operations Related to Rental Contract

How to Reschedule Move Out?

This guide will walk you through the process of rescheduling a tenant's move-out date. The process is designed to be straightforward, allowing you to adjust the move-out date and handle account settlements with ease.

Step 1: Initiating the Move-Out Reschedule:

1.1. Locate the "Reschedule Move Out" Option:
  1. Navigate to the Contract Detail Page.
  2. At the top of the page, find and click on the "Reschedule Move Out" option. This will initiate the process of rescheduling the tenant's move-out date.




Step 2: Rescheduling Move Out and Account Settlement:

2.1. Unit Popup:
  1. After selecting "Reschedule Move Out," a pop-up window will appear.
  2. In this window, you can choose a new move-out date using the calendar picker.
  3. For example, if the tenant initially planned to move out on September 5th but wants to change it, select the new desired date from the calendar.



2.2. User Role-Based Calendar Access:
  1. The dates available for selection in the calendar picker are based on your user role.
  2. Owners or Master Admins have full access to the calendar, while other roles may have restricted access, as configured by the Owner role.
2.3. Rescheduling Options:

2.3.1. There are two options available for rescheduling the move-out:

Option 1: Reschedule Move Out:
  1. This option allows you to simply change the move-out date without settling accounts immediately.


Option 2: Reschedule and Settle Accounts:
  1. This option lets you reschedule the move-out date and generate a prorated invoice or credit note for account settlement simultaneously.
  2. Use the toggle button provided to enable this feature.


3.3. Billing and Payment Dates:
  1. If you select Option 2, you can set a billing date by which the tenant must pay any outstanding invoices.
  2. The system will automatically generate invoices or credit notes based on the new move-out date and move them to the payment queue if necessary.
  3. For any credit balance, you may initiate a manual refund.
Step 3: Notification:

Email Confirmation:
  1. After rescheduling, the tenant will receive an email confirming the new move-out date.
  2. If there are any outstanding payments, the email will also include a payment link for the tenant to complete the payment.

By following these steps, you can efficiently reschedule a tenant's move-out date, ensuring that all necessary processes, including account settlements, are handled smoothly.





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