How to Update Lease Dates and Scheduled Billing for Short-Term Leases

Purpose

This guide outlines how to manually update lease dates and scheduled billing in Entrata for short-term leases. Use this process when your property does not meet the requirements to add a new lease term in Entrata.

Requesting a New Short-Term Lease Term — Requirements

If your property qualifies, request a short-term lease term to be added to Entrata by submitting a ticket through HappyFox.

• Minimum of 20 leases per lease term
• Approval from your Regional Manager

If your property does not meet the requirements above, follow the manual steps below to configure a short-term lease.

Step 1 — Update Lease Dates

1. Navigate to Residents → All Residents.
2. Select your property.
3. Search for the applicant’s name.
4. Set Status to “All Status”.
5. Go to Lease → Lease Dates → Bulk Edit.
6. Update the Lease Start Date and/or Lease End Date.
7. Click Save.

Step 2 — Update Scheduled Billing

1. Navigate to Financial → Recurring Charges and Credits → Bulk Edit.
2. Edit the Start Date and/or End Date for each applicable charge or credit to reflect the short-term lease dates.

Be careful to update all applicable recurring charges/credits so installment calculations remain correct.

Step 3 — Generate the Lease

1. After updating dates and billing, generate the lease in Entrata.
2. This ensures installment amounts adjust from the standard 12-month schedule to match the short-term lease duration.

Final Check

Resources / Visual Guide

Training Scribe Link: How to Update Lease Dates and Scheduled Billing