Skip to content
propflow
ProductPricingHelpAboutContactSign inStart free trial

Use the tenant page

Everything about one tenant in one place: balance, payments, lease, repairs and their private link.

3 min read

Each tenant has one page that shows their balance, payments, lease and repairs. Open it from Leasing → Tenants, from the rent roll, or by searching their name. The Current, Moving in, Moving out and Past filters on the Tenants list help you find people.

What's at the top

  • Balance: what the tenant owes right now. A credit means they've paid ahead.
  • HAP still owed: what the housing authority still owes, if they get help with rent.
  • Rent / tenant share: the full rent and the part the tenant pays. A future rent change shows under it.
  • Deposit held: the security deposit you're holding, with a link to the deposit statement.

The buttons

  • Record payment: record money they paid.
  • Edit details: fix names, phones, emails, lease dates, the deposit amount, notes and the household. Rent amounts are changed with Change rent or Renew lease instead.
  • Renew lease and Change rent: see Change rent or renew a lease.
  • Start eviction: opens a new eviction case for this tenant.
  • Move out: record when they leave. See Move a tenant out. For a scheduled move-in, this button says Cancel move-in.

The tabs

  • Overview: the household and contacts, the tenant link, recent payments and lease dates.
  • Statement: a month-by-month statement (tenant share, previous balance, late fee, paid) and every ledger entry. Click Tenant ledger for a full list with a running balance you can print, save as PDF or download.
  • Payments: every payment. Use Edit… or Void… to fix a mistake.
  • Work orders: repair requests for this tenant.
  • Lease: leases and notices made in PropFlow, inspections, rent history and the Create lease button.

The Tenant link card on the Overview tab is the tenant's private page. It shows their balance and statement, and lets them send repair requests with photos. No sign-in is needed, so only send it to the tenant.

  1. If there's no link yet, click Make their link.
  2. Click Copy to copy it, or Text it to open a text message to the tenant from your phone with the link filled in.
  3. Click Preview to see what the tenant sees.
  4. If the link was shared with the wrong person, click Replace or turn off this link, then Make a new link or Turn off. The old link stops working right away.

Questions

How does the balance work?

Each month PropFlow adds the tenant's share of the rent to their ledger (plus any late fee). Each payment is put toward a month. Whatever isn't paid carries into the next month as "Previous balance". The HAP part is tracked on its own and never added to the tenant's balance.

I typed the wrong move-in date. How do I fix it?

Click Edit details. Rent was already charged from the old date, so use Correct the move-in date at the bottom. Only the owner can do this.

Who can see and change this page?

It's for office staff, not maintenance. Accountants can look but not change anything. Only the owner and property managers see the action buttons.

Didn't answer your question?

Contact support and a real person will reply within one business day.