Quick Start Guide

The following are the steps to collect your first payment on a lease

In order to have proper reporting on our property management business, we need to complete full payment collection process.

The steps below will demonstrate how to achieve that after creating new Aqary 247 account.

Step 1: Add a Property

Go to Properties module

Click on New Property Button

Fill the Create Property Form with your property details

Property Form Fields:

Field	Description	Example
Name	Name of your property	Ocean Heights Building
Description	Description of your property	Luxurious residential building
Address	Address of the building	Water Garden
Property Image	Listing image

Step 2: Add a Unit

After adding a property, now we can go ahead add our first unit under that property.

Go to Units module

Click on New Unit Button

Fill the Create Unit Form with your unit details

Unit Form Fields:

Field	Description	Example
Property	Select property you have created earlier	Ocean Heights Building
Unit Number	Unique identifier for this unit	U101
Unit Type (Optional)	Categorize the unit type	Apartment

Step 3: Add a Tenant

Before creating a lease, we need to create a Tenant record and populate account, personal or business information about this tenant.

Go to Tenants module

Click on New Tenant Button

Fill the Create Tenant Form with your tenant Details

Tenant Form Fields:

Account

Main Information related tenant account in Aqary 247

Field	Description	Example
Name
Create Tenant Portal
Email Address
Phone Number
Preferred Communication Language

Personal

Personal information if the tenant is a person

Field	Description	Example
Date of Birth
Nationality
Marital Status
Number of Family Members
Smart Card Number
Smart Card Expiry Date
Emergency Contact Name
Emergency Contact Email
Emergency Contact Phone

Business

Business information if the tenant is an organization

Field	Description	Example
Registration Number
Registration Expiry Date
Business Type
Tax ID
Alternate Business Phone
Business Address

Employment

Employment information regarding the tenant

Field	Description	Example
Employment Type
Employer
Job Title
Work Email
Work Phone
Work Mobile Phone
Supervisor Name
Supervisor Phone

Step 4: Add a Lease

Now since we have the unit and tenant ready, we can link those two by creating a lease record.

Go to Leases module

Click on New Lease Button

Fill the Create Lease Form with your tenant Details

Lease Form Fields:

Field	Description	Example
Property	Earlier created property	Ocean Heights Building
Unit	Earlier created unit	U101
Tenant	Earlier created tenant	Ali Abdulla
Lease Start Date	Date when the lease starts Note: Unit status will be Occupied starting from his date	01/12/2025
Lease End Date	Date when the lease ends Note: Unit status will be Vacant starting from his date	30/11/2026
Rent Amount	Amount to be charged after each frequency cycle	350
Deposit Amount	Insurance deposit amount by the tenant	100
Late Fees Amount	Penalty fees charged in the end of the Grace Period	50
Grace Period (Days)	days allowed before the late fees are charged	7
First Payment Due Date	The date when the invoice will be frequently generated. If you want to charge the tenant in the beginning of the month then just select 1st day of that month (you can select past date). Note: This date will be set as recurring invoice's next run date	01/12/2025
Payment Frequency	The repeating period of invoice generation	Monthly
Electricity Included	If lease amount includes electricity charge	Yes
Water Included	If lease amount includes water charge	Yes
Notes	Internal notes about the lease	Deposit to be returned in the end of the lease
Documents	Lease related documents

Step 5: Add a Tenant Payment

Now since we have created the lease. An invoice should be automatically created based on First Payment Due Date (Usually 1st day of the month).

Let's assume, the tenant paid his rent and you went to go and record this payment.

Go to Invoices module payment, follow these steps:

Select the invoice which to be paid then scroll down until you see New Invoice Payment

Click on New Invoice Payment Button

Fill the Create Invoice Payment Form with received payment details

Field	Description	Example
Amount Paid	Amount received by tenant for this invoice	350
Payment Date	The actual date of receiving the payment	04/12/2025
Payment Method	How was the payment was made	Bank Transfer
Transaction Reference	Reference number or code that identify the payment	ETF123456
Notes	Internal Payment Notes	No Notes