Creating a lease (wizard)
Four wizard steps: property, tenant, owner, and rental terms.
4 min readIntermediateUpdated Jul 22, 2026
You create a new lease through a four-step wizard — open it with the “New lease” button on the Leases tab, or via quick add “+ Add” › Lease.
Leases › New lease
1
Property
Pick the property and — if it has several units — the specific unit being rented.
2
Tenant
Enter a new tenant (Individual/Business, same fields as the tenant record) or pick an existing one from the list.
3
Owner
Optionally add the property's owner (new or existing) — this step can be skipped.
4
Rental terms
Term (fixed/indefinite) and currency, rent amount and itemized service advances (electricity, water, gas, heating…), deposit (defaults to 2× rent), rental purpose, payment frequency, payment type, due day, and both parties' bank accounts.
The lease is saved in “Draft” status — only once the paperwork (contract, deposit, protocol…) is complete and signed do you manually activate it to “Active”, see Managing & ending a lease.
Good to know
You edit an existing lease directly on its detail page (the “Documents” tab) — not by re-running this wizard.
Tip
Due day, payment type and frequency are explained in Due date & payment frequency; once ready, send the lease for electronic signature.
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