How to Add a Charge to a Lease
From the left navigation menu, click on LEASES
On the next screen, enter the Address/Tenant the lease belongs to in the search field
From the search results, click the Lease that you would like to change
Click the Green Actions Button
In the drop-down, click on Add Charge
On the next screen, enter the required information.
Account: Enter/Select from the drop-down the charge that you would like to add.
Enter the Amount of the charge.
Enter the Date Posted.
Enter the Description of the charge.
Click the Green Save button at the bottom of the screen, or click the Save and Add Another button to add more charges on the same Lease.
How to Record a Tenant Payment
From the dashboard view of Rentvine, click on Leases on the left-hand side
On the next screen, enter the Address/Tenant the lease belongs to in the search field
From the search results, click the Lease that you would like to change
Click the Green Actions button
In the drop-down, click on Record Receipt
On the next screen, enter the required information.
Enter/Select the Tenant
Enter the Amount of the payment.
Enter the Date Posted
Select the Bank Account
Enter the Reference Number
Select the Type/Mode of Payment
Enter the Description of the payment.
Check the box to email a receipt to the tenant
For your reference, you will be able to see if there are any unpaid charges below the screen. If applicable, fill in the Amount to Pay box if the payment is paying a charge.
After reviewing, click the Green Save button at the bottom of the screen or click the Save and Add Another button to record another payment on the same Lease.
How to Change a Lease Status
From the left navigation menu, click on LEASES
On the next screen, enter the Address/Tenant the lease belongs to in the search field
From the search results, click the Lease that you would like to change
Click the Green Actions Button
In the drop-down, click on Change Status
Choose the new Lease Status from the drop-down option
Depending on the status chosen, there may be additional fields to fill out.
Click Save
How to Add a Credit to a Lease
From the dashboard view of Rentvine, click on Leases on the left-hand side
On the next screen, enter the Address/Tenant the lease belongs to in the search field
From the search results, click the lease that you would like to change
Click the Green Actions button
In the drop-down, click on Add Credit
On the next screen, enter the required information:
Enter/Select the applicable Account
Enter the Amount of the credit
Enter the Date Posted
Enter the Description of the credit
Turn on the Transfer From Manager toggle if the credit is from the property manager instead of the owner.
For your reference, you will be able to see if there are any unpaid charges below the screen. If applicable, fill in the Amount to Pay box if the credit is being applied to an unpaid charge.
Click the Save button
How to Add New/Existing Tenant
From the dashboard view of Rentvine, click on Leases on the left-hand side
On the next screen, enter the Address/Tenant the lease belongs to in the search field
From the search results, click the lease that you would like to change
In the Tenants section, click the white Actions button
In the drop-down Actions Option, choose Add Existing Tenant or Add New Tenant
Click Add Existing Tenant if the tenant(s) already exist in Rentvine.
Click Add New Tenant if the tenant for this lease does not already exist in Rentvine.
Note: You can add multiple tenants to the lease, if needed.
Adding Existing Tenant:
Enter in/Select the Name of the Tenant. This field is required.
Enter in/Select the Move-in Date. This field is required.
Click the Save Button at the bottom
Adding New Tenant:
Enter the Name of the Tenant.
Enter the Email address
Enter the Phone Number
Select the Phone Type
Enter in/Select the Move-in Date
Click the Save button at the bottom
How to Add Occupants
From the dashboard view of Rentvine, click on Leases on the left-hand side
On the next screen, enter the Address/Tenant the lease belongs to in the search field
From the search results, click the Lease that you would like to change
In the Occupants section, click the white Add Occupant button
Enter the Occupant’s Full Name
Enter the Occupant’s Date of Birth
Click the Save Button
How to Collect a Lease Fee (Charge a fee to the portfolio)
From the dashboard view of Rentvine, click on Leases on the left-hand side
On the next screen, enter the Address/Tenant the lease belongs to in the search field
From the search results, click the Lease that you would like to change
In the Lease Fee section, click the White Collect Lease Fee Button
Rentvine will attempt to pre-populate this form. Adjust the information as needed.
Enter the Lease Fee Amount
Enter in/Select the Date Posted
Click the Green Collect Button at the bottom
How to Add/Collect a Renewal Lease Fee
Renewal With
Out a Fee:
From the dashboard view of Rentvine, click on Leases on the left-hand side
On the next screen, enter the Address/Tenant the lease belongs to in the search field
From the search results, click the Lease that you would like to change
Renewal Without a Fee:
In the Renewals section, click the White Add Renewal Button
Enter in/Select Renewal Date
Enter Description
Click the Save Button if you would like to add the Lease Renewal Without Fee.
Renewal With a Fee (Charges a fee to the portfolio):
In the Renewals section, click the White Add Renewal Button
Enter in/Select Renewal Date
Enter Description
Click the Charge Renewal Fee Toggle Option to ON (blue)
Enter the Renewal Fee Amount
Enter the Date Posted
Click the Save button if you would like to add the Lease Renewal With a Fee.
How to Add/Edit Recurring Lease Charges
From the dashboard view of Rentvine, click on Leases on the left-hand side
On the next screen, enter the Address/Tenant the lease belongs to in the search field
From the search results, click the Lease that you would like to change
In the Recurring Charges section, click the white Add Recurring Charges button
Fill out the Add Recurring Charge Form:
Account - Choose the appropriate account.
Amount - Type in the dollar amount to charge.
Description - Type in a description.
Start Date - Enter the date that you want the charge to start posting.
Repeats Every - Only option is once per month.
Ends - Choose when to end the recurring charge.
Never
On - Choose an end date
After - Choose how many occurrences before it ends
Click Save.
How to Add/Edit Recurring Credits to a Lease
From the dashboard view of Rentvine, click on Leases on the left-hand side
On the next screen, enter the Address/Tenant the lease belongs to in the Search field
From the search results, click the Lease that you would like to change
In the Recurring Credits section, click the white Add Recurring Credit button
Fill out the Add Recurring Credit Form:
Account - Choose the appropriate account.
Amount - Type in the dollar amount to charge.
Description - Type in a description.
Start Date - Enter the date that you want the charge to start posting.
Repeats Every - Only option is once per month.
Ends - Choose when to end the recurring charge.
Never
On - Choose an end date
After - Choose how many occurrences before it ends
Click Save.
How to Add/Edit/Renters' Insurance
From the dashboard view of Rentvine, click on Leases on the left-hand side
On the next screen, enter the Address/Tenant the lease belongs to in the search field
From the search results, click the Lease that you would like to change
In the Insurance section, click the White Edit Button
Enter the Tenant’s Insurance Company
Enter the Tenant’s Insurance Expiration Date
Enter the Tenant’s Insurance Policy Number
Upload any pertinent documents
Click the Save Button
** The tenant can also enter the insurance information directly through the tenant portal.
How to Disable Portal Access
From the dashboard view of Rentvine, click on Leases on the left-hand side
On the next screen, enter the Address/Tenant the lease belongs to in the search field
From the search results, click the Lease that you would like to change
Click the Green Actions Button
In the drop-down, click on Disable Portal
A window will appear and will ask you to confirm to Disable or Cancel.
Click the Red Disable button at the bottom
How to Disable Portal Credit Card Payments
From the dashboard view of Rentvine, click on Leases on the left-hand side
On the next screen, enter the Address/Tenant the lease belongs to in the search field
From the search results, click the Lease that you would like to change
Click the Green Actions Button
In the drop-down, click on Disable Portal Credit Card Payments
A window will appear and will ask you to confirm to Disable or Cancel
Click the Red Disable button at the bottom
How to Disable Portal eCheck Payments
From the dashboard view of Rentvine, click on Leases on the left-hand side
On the next screen, enter the Address/Tenant the lease belongs to in the search field
From the search results, click the Lease that you would like to change
Click the Green Actions Button
In the drop-down, click on Disable Portal eCheck Payment
A window will appear and will ask you to confirm to Disable or Cancel.
Click the Red Disable button at the bottom
After clicking the Red Disable button, it will automatically update in the Lease Info section
Please refer to the image below for reference:
How to Disable Portal Payments
(This will disable all forms of payment from the resident portal.)
From the dashboard view of Rentvine, click on Leases on the left-hand side
On the next screen, enter the Address/Tenant the lease belongs to in the search field
From the search results, click the Lease that you would like to change
Click the Green Actions Button
In the drop-down, click on Disable Portal Payments
A window will appear and will ask you to confirm to Disable or Cancel
Click the green Disable button
How to Edit Lease Information
From the dashboard view of Rentvine, click on Leases on the left-hand side
On the next screen, enter the Address/Tenant the lease belongs to in the search field
From the search results, click the Lease that you would like to change
In the Lease Info section, click the White Actions Button and choose Edit
Enter or modify the information that you would like to change.
Lease Information Fields
Notice Date: Enter in/Select the date that the tenant notified the property manager that they will be moving out.
Expected Move Out Date: Enter in/Select the tenant's expected move-out date.
Move In Date: Enter in/Select the tenant's move-in date.
Move Out Date: Enter in/Select the tenant's move-out date.
Deposit Refund Due Date: Enter in/Select the deposit refund due date.
Closed Date: Enter in/ Select the closed date of the lease
Move Out Comments: Enter any move out comments
Start Date: Enter in/Select the start date of the lease
End Date: Enter in/ Select the end date of the lease
Actual Rent Amount: Enter the amount of the actual rent
Late Fee Setting: Select the New Late Fee Setting
Override System Allowed Payment Amount Toggle Option:
Select the Any Amount or Full Amount Only optionClick the Save Button at the bottom
How to Upload/Import Files into Leases
From the dashboard view of Rentvine, click on Leases on the left-hand side
On the next screen, enter the Address/Tenant the lease belongs to in the search field
From the search results, click the Lease that you would like to change
Click the Files Menu on top
Select the Files that you would like to upload to the property.
Drag and drop the files below to upload
Files that are uploaded to the property are automatically saved and will appear in real time.
To share a file with tenant(s), select the ellipse to the right of the file and select "Share With Tenant". Files can be shared and unshared at any time.
