Guides

Step-by-step tutorials for common workflows

Setting Up Your First Portfolio

A step-by-step walkthrough from creating your organisation to managing your first agreement.

A clean setup order saves hours later: companies first, then projects and properties, then tenants, then agreements. Each layer unlocks the next — properties need a project, agreements need both a property and a tenant.

  1. 1Create your company with GST details
  2. 2Add your first property and units
  3. 3Create a tenant record
  4. 4Link them in a lease agreement
  5. 5Generate your first invoice

Understanding Rent Escalation

Learn how rentalEase handles annual rent increases, both percentage-based and fixed amount.

Most Indian commercial leases escalate 5–15% yearly. rentalEase supports both percentage compounding and fixed yearly amounts, previews the full table before you commit, and prorates mid-month renewals day-wise.

  1. 1Choose escalation type during agreement creation
  2. 2Set the rate or yearly amounts
  3. 3Preview the yearly rent table
  4. 4Understand mid-month renewal proration
  5. 5See how escalation appears in invoices

Invoicing Best Practices

Generate, send, and track invoices efficiently with per-service GST and TDS support.

Generate bills from agreements rather than typing them — rent, CAM, escalation and taxes flow through automatically. Send from the app, track allocations oldest-first, and export for your CA in one click.

  1. 1Set up per-service GST/TDS rates
  2. 2Generate invoices per tenant or bulk
  3. 3Send via email directly from the app
  4. 4Track payment status and allocations
  5. 5Export invoices as PDF or Excel

Configuring Email Notifications

Set up automated rent statements, expiry reminders, and security alerts for your team.

Monthly statements go out on the 1st and 5th by default; expiry reminders fire at 90, 60 and 30 days. Configure the sender and toggles once under Admin → Mail settings, then send yourself a demo to verify deliverability.

  1. 1Configure team notification emails in Admin
  2. 2Set statement send days (default: 1st and 5th)
  3. 3Enable/disable email notifications globally
  4. 4Customise mail settings per organisation
  5. 5Send a demo statement to verify setup