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Open a rental contract

by recued-core v4 62 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 v6

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 v6

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 v6

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 recued-core.rental-book.customer.get
Get customer on rental book
◆ unit recued-core.rental-book.unit.get
Get unit on rental book
■ 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 recued-core.rental-book.rental_contract.create
Create rental contract on rental book
■ card to_summary
Format results as a summary card
▼
Output
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 = [object Object]
customer id setting = [object Object]

Uses (3 operations)

Pack operation Get customer on rental book recued-core.rental-book.customer.get
Pack operation Get unit on rental book recued-core.rental-book.unit.get
Pack operation Create rental contract on rental book recued-core.rental-book.rental_contract.create

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

What it's allowed to do

Write Pack Rental Book external change
Read: customer.get · No approvalRead: unit.get · No approvalWrite: rental_contract.create · No approval

About

Tags

pack:rental-bookcontractsetup

Details

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