Do you have more than one tenant sharing a unit? Not a problem! The steps below will allow you to connect multiple tenants to charges, whether it be a full lease or month-to-month charges!
Roommates with Joint Charges
Step 1: Add the Tenants to the Unit!
From the RentRedi dashboard, click the Properties tab
Select the unit you want to assign to the tenants
On the left side of the Unit Card, you'll see Tenants
Select Add New, and follow the prompts for the tenant information
Do the same for each tenant for this unit
Done!
Step 2: Create the Charges!
Once you finish adding the tenants, you'll be in the Unit Card for the property
On the right-hand side, click on Charges
You'll see + Add Charge, click there, and select Lease/ Rent
The BOOK TO designation and description will be Rental Income and Rent
Select Continue
Verify that all tenants are listed here. Only tenants listed will be able to pay
Once you hit Continue, enter the full Rent Amount and Lease Start and End Dates to create a lease of charges
To create Month to Month/ Recurring charges, click the box below "Lease End Date."
Customize the charge frequency (i.e., monthly, bi-monthly, custom, etc)
You can customize that date for each charge (i.e., the 28th of the month)
Note: If the rent is month-to-month, leave the Lease End Date space empty.
Click Continue
Preview charges (edit due dates, delete or duplicate charges as needed)
Click Save
Done! Now your tenants will be able to view their shared charges! Click below for an article to help your tenants make partial payments.
Below are instructions for roommates with separate charges!
Roommates with Separate Charges
Step 1: Add the Tenants to the Unit!
From the RentRedi dashboard, click the Properties tab
Select the unit you want to assign to the tenants
On the left side of the Unit Card, you'll see Tenants
Select Add New, and follow the prompts for the tenant information
Do the same for each tenant for this unit
Done!
Step 2: Create Separate Charges!
Once you finish adding the tenants, you'll be in the Unit Card for the property
On the right-hand side, click on Charges
You'll see + Add Charge, click there, and select Lease/ Rent
The BOOK TO designation and description will be Rental Income and Rent
Select Continue
On this page, you'll see all connected tenants. Click the ⋮ symbol next to the roommate's name you would like to exclude from the new charges
Once the assigned tenant is the only name present, click Continue
Input the amount the tenant is meant to pay, the date range for the charges, and select Continue
Review the charges and make changes as needed. Once that's complete, select Save.
Repeat this process for each tenant, and be sure to select No, keep all charges
to retain all charges for the unit.