Start a Lease - eSignature

Created: 1/28/2020


Here's how to send the lease to the customer for eSignature.  Select Leases > Start a Lease.

Step 1: Lease Type - eLease or Standard?

- If you have enabled eLease functionality and want to send the lease for eSignature, click Start eSignature Lease (left side).  

* If you have not enabled eLease and want to, click here


Step 2: Customer Details

- The New Customer button will automatically be selected (green). If the customer has never rented previously and is not currently a tenant, fill in all required information and then click the green Continue button in the lower right-hand corner.  Note: email address is required for eSignature.

- If you are signing a new lease for a current or past customer, he or she is considered existing and you will be able to access stored information to make this process quicker.  Selecting 'Existing Customer' for customers already in the system is important; this will impact what they can see when logging into the customer portal.  Also, when looking at information from the 'Customer' menu, you'll be able to see all units associated with the customer in one place.

- Click the gray Existing Customer button to the right of the New Customer button.  This will bring up a drop down menu to help you find the customer.  First will be listed active (current) customers in alphabetical order.  Next will be Inactive (past) customers.  

- Find the correct customer and click Continue. The customer's contact information will auto-populate.

* You will not have the opportunity within the Start a Lease process to add to or edit existing customer information (phone number, address, etc).  As long as the needed edits do not involve the customer's email address, this can be done after the lease has been created.  If there is a change of email address or no stored email address, it must be done prior. To edit beforehand, go to My Customers, then click Past Customers (to the right of the green Current Customers tab).  Find your past customer, click on him or her, and click the blue Edit button in the Customer Information box to update information.


Step 3: Lease Details

- Select the unit number from the list of available units.  The rental rate will auto-populate based on your standard rates, but can be adjusted manually.

- Adjust the invoice periods as needed.

- Click Continue.


Step 4: Confirm

- This screen gives you a lot of flexibility as you begin a new lease. The unit number, start date, and rate will be listed, with the invoice items below.  

- The invoice items will automatically include a deposit (per your business settings) and one month rent.  If you would like to make any changes, click the gray "Edit Items" button.  Each invoice item will now offer an Edit and Delete button.  

- If you wish to delete an item so it does not appear on the invoice, click the red Delete button.

- To adjust in any other way, click the Edit button.  Now you can change the name of the item, its amount, or strike through it.  In this case, the item will be viewable on the invoice, with a line through it and without contributing to the total.  Click Save.

- Perhaps the customer wishes to pay for more than one month of rent up front.  Click the green Add Item button; the box automatically adds one month of rent, and you can do this several times.  Alternatively, you can change the quantity and manually correct the name of the item (i.e. change the quantity to 2 and correct the name of the item to Rent - 2 months).  Click Save.   

- When the invoice items are correct, click Continue.


Step 5: Payment

- When signing a contract with eLease, the customer will receive instructions on payment as he or she signs the lease.  Click Finish to send the lease to the customer! 


If you forgot to select 'Existing Customer' and have two accounts for the same customer, reach out to our team and we can merge the customer accounts so that your customer records are updated.

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