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On this page
  • Entities Involved
  • Add a Property
  • Add New Unit
  • Add a Tenant
  • Add a Contract
  • Print Unit Vacancy Report
  • Print and Generate Invoices
  • Pay on the Invoice Link
  • Pay on Manual Payment
  • View, and Print Invoices and Payments
  1. USER GUIDE
  2. Real Estate

Merchant First Journey

PreviousAuditing and Rolling Back ActivitiesNextGetting Started

Last updated 4 months ago

This section guides merchants through managing property rentals using the Ottu Real Estate plugin.

Property

  • Name: Greenfield Towers

  • Details: The property includes: An independent villa with 6 stories (6 units)

  • Unit Type: Villa

  • Property Classification: Residential Building or Villa.

Tenant

  • Name: John Doe

Contract

  • Name: Residential Lease Agreement

  • Details: A rental agreement connecting a tenant to a specific unit.

  1. 🏠 Navigate to the section on the dashboard.

  2. ➕ Click Add Property.

  3. 📝 Fill in the with the key details, such as:

    • Name: Greenfield Towers

    • Location: Downtown City

    • Classification: Residential Building or Villa

The merchant can choose to either save the property or add new units to it.

a. Clicking on Add Unit Type with Units, at the bottom of the New Property From, opens a form where the property’s unit details can be entered.

b. Click on ADD OR EDIT UNITS to specify the number of units associated with the property.

c. Click on the ADD button to define the details of these units, then fill the required information as illustrated in the below figures.

  1. 💾 Save the property to make it available for actions like tenant assignment or contract creation.

  1. ➕ Click on Add Tenant to register a new tenant.

    • Name: John Doe

    • Contact Details: Email and phone number

    • Assigned Property: Link the tenant to a specific unit or property.

  2. 💾 Save the tenant's profile.

  1. ➕ Click on Add Contract to create a lease agreement.

    • Contract duration and start date: 20-12-2024 till 19-01-2026

    • Payment Period: Monthly

  2. ✅ Finalize and save the contract.

Invoices While Contracting:

  1. 📊 Click the Filter button to define parameters, such as:

    1. Unit Type Villa

    2. Property Classification, Residential Building or Villa.

  2. 🔍 Click the Print button in the Property Management table to initiate the process.

  3. 📄 The system will automatically generate a PDF containing the unit vacancy details for the Unit Type Villa and Property Classification Residential Building or Villa.

  4. 💾 Once the PDF is generated, download it to your device for record-keeping or sharing.

  1. ➕ Choose the property as Greenfield Towers. Specify the desired Period as 2024-12

  2. 🔍 Click Show button.

  3. Print Invoices:

    1. Clicking the Print button generates a PDF report containing all displayed invoice details, as shown below.

    2. Once generated, the merchant can download it for record-keeping or printing.

  4. Generate Invoices:

    1. Click the GENERATE INVOICES AND SEND PAYMENT LINKS button to generate the displayed invoices.

    2. The associated payment links are automatically sent to the respective recipients.

  1. 🔗The invoice link will be shared automatically with the tenant via email or SMS.

  2. 🖱️ The tenant accesses the payment page by clicking the link.

  3. 💳 Complete the payment using available methods like cards or wallets.

  1. ➕ Select Manual Payment for recording an offline payment.

  2. ✅ Confirm and save the transaction.

  1. 🔍 Use filters for specific invoices or payments by property, tenant, or date range.

  2. 🔎 Review the details.

  3. 🖨️ Clicking the Print button generates a PDF file containing invoice details, allowing the merchant to easily print it.

By following these steps, merchants can effectively manage their properties, tenants, contracts, and financial transactions, ensuring a smooth workflow and maximizing operational efficiency.

Refer to the section for further details on managing property settings and custom fields.

👤 Navigate to the .

📝 Provide essential information to the , such as:

For a comprehensive guide, refer to the section.

📜 Access the .

📝 Fill in the details:

: Greenfield Towers

: John Doe

Define the Unit by click on ADD UNIT button: in This Example, Unit Number 2. Check .

: 01-01-2025

: 3

Refer to the for additional information on editing and managing contracts.

📄 Access the in the dashboard.

📄 Navigate to the section.

All the relevant invoices will be displayed

Refer to the for detailed instructions.

To trigger a manual payment, access the Contract Action List. For detailed instructions on accessing the Contract Action List, please refer to this .

🧾 After selecting Manual Payment, a will appear. Fill in the required information to proceed.

Please refer to the for more information.

📊 Access the .

🧾
Property Management
Tenant and Contract Dashboard
Tenant Management
Tenant and Contract Dashboard
Contract Management Guide
Generate Invoice
Generate Invoice Guide
Manual Payment
Add New Unit
Add a Tenant
Add a Contract
Print Unit Vacancy Report
Print and Generate Invoices
Pay on the Invoice Link
Pay on Manual Payment
View, and Print Invoices and Payments
🚀
Property Management
Entities Involved
Add a Property
New Property Form
Property Management Table
New Contract Form
Property Name
Tenant Name
here
Payment Start Date
Number of invoices for advanced payment
New Tenant Form
Invoices Dashboard
guide
Manual Payment Form