Configure rental agreements for properties, flats or rentals

1. Enter custom fields

Open the dialogue via Settings Custom fields. Create the desired custom fields in the Orders tab via Add. For the example, custom fields are created for

• Rental start (date field)
• Deposit (number field)
• Rental period (selection box with the values "indefinite", "fixed contract period until")
• Contract duration (date field)

These fields are displayed in the additional contract details tab when a new contract is created and are filled with data there.

2. Copy document template and customise HTML/CSS

Settings Document templates opens the dialogue.

Copy the template Print, General, Window right and hide the item no. and unit in the items as required and adjust the logo size.

Switch to the HTML tab and insert the following code from line 19:

Download HTML Code

3. Insert CSS in the template

Switch to the CSS tab and insert the selected code from line 44.

Download CSS Code

4. Store text modules

The other paragraphs and details of the contract are inserted via the text above and text below. A fixed template for this is created via settings text templates.

In the example, the text above only contains the following text above the item table:

2. Mietsache und Mietzins

The text at the bottom contains the contract conditions, which are displayed below the item table (see screenshot). The placeholders for the custom fields created in step 1 are now used here. The result is visible in the screen after next.

5. Add order category

Create a new order category for rental contracts via Settings Order categories Add.

It is advisable to copy the Offers category and make minor adjustments to the following fields:

• Name
• Change the sequence number as required (Sequence number tutorial)
• Set rental agreement document template
• Remove due date

The names and colours of the statuses (e.g. Draft, For signature, Signed, Rejected) are defined in the Status tab. The standard texts (contract details for text above / text below) are selected in the Text templates tab.

6. Enter contract

A new rental agreement is created via Add rental agreement. The tenant is selected in the Business partner field and an item such as a flat is selected from the inventory via Add. How items are entered in the inventory is described in this tutorial.

Click Save & Open to display a preview of the rental agreement. The information from the custom fields is highlighted in yellow for better visibility.

The contract can now be sent by email and receives the status "For signature".