How do I have Kera track rent owed each month on a new lease?

ForLandlordsProperty managers

Who can do this

Landlord, Organization admin, Organization members with Create Leases and Create Transactions.

Where to find it

Add lease → Should Kera track rent owed each month?

Steps

  1. Yes, track it is picked by default on a record-only lease. Set Rent is due on the (day of the month), First month to charge, and reminders.
  2. Click Continue.
  3. If the lease has already started, Kera asks the rent history questions next:
    • Was the rent different earlier? Choose "No, always $<rent>" or "Yes, it went up" and add each earlier rent with Monthly rent and Last month at this rent.
    • How did this tenant pay before Kera? Choose Paid up to date (default) or Owes rent.
    • If Owes rent, enter what they owe today, then check the months Kera worked out.
  4. A Rent history section under the lease summary shows the months before you save.

What happens next

On save, the toasts read "Record-only lease created" and "Rent schedule set up". Months from before Kera marked as paid post nothing to your books.

Good to know

  • Invited new lease: the step is locked with "Available once the tenant accepts the lease. Then set it up from Actions on the lease page."
  • Online payments on: the due day follows the billing date and reminders are off, because Stripe sends each invoice.
  • No: nothing is set up. You can set it up later from the lease page.
  • A lease that starts in the future: no rent history questions.

Limits

Without Create Transactions the step is locked with "Setting up a rent schedule needs accounting access. Ask an admin for it."

Troubleshooting

"Lease saved, but its rent schedule wasn't": the lease exists. Open it and use Actions → Set up rent schedule (or Resume rent setup on the Rent tab). Full rent schedule help is in chapter 10.

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