Create a rental contract
Creating a rental contract links a tenant to a unit and defines rent and payment settings. It's an important step because SNDQ uses this information for rent generation, follow-ups, and later contract changes. The guided flow takes you through General, Rent, and Financial, then lets you review everything before saving.
TIP
Make sure all required fields are filled in correctly. After you click Finish and save, some fields can no longer be edited—double-check the tenant, unit, and key dates. Later rent changes are handled through revisions.
Step-by-step guide
Open the contract flow
- Go to
Patrimony - Click
Add rental contract
General
- Fill in the required information on the General screen (contract details, dates, tenant(s), unit(s)).
- Click
Next stepto go to rent configuration.
Rent
- Configure rent on the Rent screen (base rent and any optional charges, deposit, or discounts).
- Click Next step to go to financial information.
Financial
- Configure payment settings on the Financial screen (frequency, document type, message, and due date).
- Select the bank account where you receive payments.
- Click Next step.
Review and save
- Review all entered information.
- Click
Finish and saveto create the contract.