A rental contract is used to link an tenant to a location for a given period.

Organization of rental contract data

• General conditions are entered in the Rental contract [General] tab.
• The rent and the security deposit are entered in the Rental contract [Rent] tab.
• Charges and fees such as water, electricity, gas, and so on, are listed in the Rental contract [Fees] tab].
• Maintenance fees are listed in the Rental contract [Maintenance fees] tab.
• Receipt issuance lines are generated in the Rental contract [Issuance of receipts] tab.

To print the details of a rental contract, see Reports and printing.

Rental contract statuses

• In preparation: The conditions of the rental contract are not finalized.
• Validated: The conditions are finalized, the rental contract is validated and the various actions are accessible.
• Suspended: The rental contract has been temporarily suspended. It can be reinstated using the "Restart contract" action.
• Closed: The contract has reached its term. It is closed but can still be modified if necessary.
• Archived: The contract has been archived. It will no longer be changed. This status is irreversible.
• Canceled: The contract has been cancelled. It can no longer be changed. This status is irreversible.

To modify the status of the rental contract, see Changing the status of an element.

Possible actions relating to rental contracts

From the sheet for a rental contract with Validated status, the following actions are available via the actions icon :

• Issue receipts for the contract.
• Revise the contract.
• Renew the contract.
• Generate an amendment to the contract.

Issuing receipts for the contract

This action is accessible only if you have the profile right "Issue receipts for the contract" and the rental contract status is Validated.

Lines are generated and accessible in the Issuance of receipts tab.
They are initialized depending on the data entered in the Rent, Fees and Maintenance fees tabs.

• For each line, the receipt issuance date is first simulated.
  Start date = first receipt date
  End date = first receipt date + receipt issuance interval
  → Receipt issuance date = Start date if term in advance OR Receipt issuance date = End date if term in arrears.
  

• After this date has been determined:

Revising the contract

This action is accessible only if you have the profile right "Revise the contract" and the rental contract status is Validated.

A revision index is applied to the rent (and potentially to the security deposit), fees and maintenance fees, to reassess the amounts.

the calculation is as follows: Revised amount = Initial amount × (Index according to rule/Initial revision index)

Example:

Revised rent = Initial rent × Last known index M4/Initial revision index = 800 × 125.15/124.44 = 804.56

Renewing the contract

This action is accessible only if you have the profile right "Renew the contract" and the rental contract is Renewable and has status Validated.

A new contract is created; some fields are duplicated, others are updated (e.g. Effective date of the new contract created = End date of the previous contract renewed + 1 day).

Generating an amendment

This action is accessible only if you have the profile right "Generate an amendment" and the rental contract status is Validated.

The current version of the contract is stored as a linked document, before any modifications made to the contract.