Lease Dashboard

Use Leases in the sidebar to review lease records across the portfolio.

The dashboard summarizes all leases, active leases, leases expiring in the next 90 days, and leases in notice. Search by property, unit, or resident, and use Filters to narrow the list by status. Select a lease to open its details, including its term, monthly rent, rent due day, property, unit, and associated residents.

Archived leases are excluded from the default directory. Archiving preserves lease history and contractual status, so it does not change occupancy or operating metrics. Restoring a lease returns it to the directory.

Add a Lease

1. Select Lease in the page header.
2. Choose an available property unit. Parcelis immediately creates a draft lease, which is also visible on the Lease dashboard with a Draft status.
3. Add residents, monthly rent, deposit, billing responsibility, term dates, and the configured rent invoice item. Changes save automatically while you work.
4. Leaving the wizard preserves the draft. Lease always opens a fresh property/unit selection screen. To continue saved work, select Resume draft under Unfinished leases on the dashboard. Drafts show their property, unit, and last update, even before residents have been added. Discard permanently deletes a draft after confirmation. Selecting a unit with an unfinished lease offers Resume draft, Discard and start new, or Choose another unit. Discarding requires permission to delete leases.
5. Review the lease details and planned rent invoice count, total, due dates, and amounts. The security deposit appears separately. Then select Finalize lease.

A lease starting on or before the current date in the organization's timezone becomes Active. A later start date becomes Scheduled and does not count as current occupancy until activation. Parcelis checks the unit's lease dates before completing the draft. Completing it creates the full rent invoice schedule for a fixed term spanning at most 120 calendar months, or the first 12 calendar months for a month-to-month lease. A fixed term spanning more than 120 months cannot be finalized. Scheduled leases receive their invoices at finalization; activation does not create another schedule. Partial first and last months are prorated. Security deposits are not included in these rent invoices, and completing a lease does not collect payments. The rent item name and default description are copied into each generated invoice. Manage the organization catalog in Settings → Invoicing. Use {month} and {year} in a charge's default description to include each invoice's billing period, for example, "Monthly rent for January 2027." Later catalog edits do not change saved invoices.

Creating a completed lease from a resident record uses the same rent schedule. Draft leases have no invoices until they are completed. Creating a completed lease requires permission to create both leases and invoices.

Units with an active or notice-period lease are unavailable for a new lease. A lease with no end date is displayed as Month-to-month.