How to deal when a tenant leaves a tenancy and a replacement is found

Modified on Tue, 26 Mar 2024 at 11:39 AM

Steps to take

  1. Add new tenant
  2. Remove the old tenant or  Edit the old tenant with a move-out date
  3. Switch off old recurring charge and add a new recurring charge
  4. Mailmerge a new contract
  5. Tag the tenancy

Add the new tenant

Either add an existing record if they have already been added as an applicant or create a new record


Edit the existing occupant's record with a move-out

Go to tenancy>tenants>edit


Dealing with recurring charges

We advise switching off the old tenant's recurring charge and adding a new recurring for the replacement tenant

Mailmerge your tenancy replacement document

Create a replacement document that can be mailmerged and sent.

Tag the tenancy

Use a tag called replacement tenant. Reports can be generated that include tags and filters applied to the tenancy index page based on a tag  

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article