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Open a rental contract

by recued-core v4 9 views

Use “Open a rental contract” in Recued. Binds a tenant to a unit at a monthly rent. The contract is what a period charge is raised against.

Complete workflow

Rental Book 19 pinned recipes

Use Rental Book in Recued for property, landlord, ledger, and records. It includes 24 built-in actions and 18 ready-to-run workflows.

You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.

Use “Open a rental contract” in Recued. Binds a tenant to a unit at a monthly rent. The contract is what a period charge is raised against.

pack:rental-bookcontractsetup
by recued-core pinned v4

Use “Add a building” in Recued. Records one building or complex. Units hang off it.

pack:rental-bookbuildingsetup
by recued-core pinned v2

Use “Add a unit” in Recued. Records one rentable unit against a building. It uses the connections and settings you choose when you run it.

pack:rental-bookunitsetup
by recued-core pinned v2

Use “Add a tenant” in Recued. Records one tenant and how they pay: cash, autopay, or stripe.

pack:rental-bookcustomertenantsetup
by recued-core pinned v3

Use “Raise the period's rent charges” in Recued. Raises one rent charge per live contract for a billing period. Safe to run unattended on a monthly schedule and safe to run twice — the charge id is the (contract, period, kind) tuple, so a repeat is a no-op rather than a second bill.

pack:rental-bookbillingchargescheduled
by recued-core pinned v4

Use “Record a rent payment” in Recued. Records what a tenant actually paid, against their account rather than against an invoice. A partial payment is one receipt for the part; an overpayment is one receipt for the whole, and the credit carries.

pack:rental-bookreceiptpaymentmanual
by recued-core pinned v3
Show all 19 recipes

Use “Collection sheet” in Recued. The month's collection list as a table and as CSV, one row per active contract, each carrying the contract id the import matches on.

pack:rental-bookreportexportcsv
by recued-core pinned v2

Use “Import payments” in Recued. Reads the collection sheet back and records one receipt per row that carries an amount and the date it arrived. Re-uploading the same sheet records nothing twice, and a row it cannot record is named rather than dropped.

pack:rental-bookreceiptpaymentimport
by recued-core pinned v5

Use “Tenant statement” in Recued. One tenant's account: everything charged, everything received, and the balance derived from the two. Not read off any invoice, because no invoice knows about the payment that arrived against a different month.

pack:rental-bookstatementreportledger
by recued-core pinned v5

Use “Buildings” in Recued. Every building you hold, with a way into each one's units.

pack:rental-booklistbuildingnavigation
by recued-core pinned v5

Use “Building” in Recued. One building: what it is, and every unit in it. It uses the connections and settings you choose when you run it.

pack:rental-bookdetailbuildingnavigation
by recued-core pinned v5

Use “Unit” in Recued. One unit: who is in it now, and every tenancy it has had. It uses the connections and settings you choose when you run it.

pack:rental-bookdetailunittenancy
by recued-core pinned v4

Use “Contracts” in Recued. Live tenancies by default; expired ones only when you ask.

pack:rental-booklistcontractfilter
by recued-core pinned v5

Use “Customers” in Recued. Everyone on the book, most recent first — and the way to start a tenancy for one.

pack:rental-booklistcustomerpicker
by recued-core pinned v5

Use “Retire or restore a customer” in Recued. Takes a customer off the working list without deleting anything they are attached to, or puts them back.

pack:rental-bookcustomerhousekeeping
by recued-core pinned v5

Use “End a tenancy” in Recued. Closes a contract on a date. The ledger it produced stays exactly as it is — ending a tenancy is not settling it.

pack:rental-bookcontractterminationlifecycle
by recued-core pinned v5

Use “Change the rent” in Recued. Sets a contract's rent. Periods already raised keep the amount they were raised at.

pack:rental-bookcontractrentlifecycle
by recued-core pinned v5

Use “Collect the rent” in Recued. Type what each tenant paid, straight into a grid — one row per live tenancy, one save.

pack:rental-bookreceiptpaymentbatch
by recued-core pinned v5
View pack details, dependencies, and permissions →

Choosing the customer and the unit

Both are pickers over your own records — start typing a name. Arriving from a vacant unit still pre-fills the unit, so the two routes agree.

⚠ The picker searches a page of records and narrows what it fetched; it is not a search of the whole book. Past that, narrow by typing.

How it works 14 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (14 steps)
rent trim
Trim whitespace from setting rent
valid all
Check if all conditions are true
guard guard
Stop if valid equals
customer ?
unit ?
both all
Check if all conditions are true
both_guard guard
Stop if both equals
customer_ref template
Generate text from a template
unit_ref template
Generate text from a template
end_in trim
Trim whitespace from setting end date
has_end compare
Check if end in has data
end_date ternary
Apply ternary
created ?
card to_summary
Format results as a summary card
Settings 5 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

rent setting = [object Object]
unit id setting = [object Object]
end date setting =
start date setting =
customer id setting = [object Object]

About

Tags

pack:rental-bookcontractsetup

Details

14 steps 5 configurable settings recipe_id: open-rental-contract