# Quick Start Guide
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:
{% tabs %}
{% tab title="Account" %}
Main Information related tenant account in Aqary 247
| Field | Description | Example |
| -------------------------------- | ----------- | ------- |
| Name | | |
| Create Tenant Portal | | |
| Email Address | | |
| Phone Number | | |
| Preferred Communication Language | | |
| {% endtab %} | | |
{% tab title="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 | | |
| {% endtab %} | | |
{% tab title="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 | | |
| {% endtab %} | | |
{% tab title="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 | | |
| {% endtab %} | | |
| {% endtabs %} | | |
## 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 |
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