Rental agreements and recurring payments tracked on your phone

What goes into the agreement

The agreement is opened from the customer’s card. You enter the rental property name (what is being rented out), the rental amount and currency, the start date and the period: daily, weekly, monthly or yearly. The start date must be today or a future day. If the number of periods is known, type it in the “How many periods?” field; if it is not, switch on “Open-ended”.

The document ID is generated automatically and can be changed later through “Edit document ID”; two agreements in one shop cannot share the same ID. You can attach a photo or a PDF file to the agreement — for example, a copy of the signed paper contract. The reminder time is also chosen here: at the start of the period or at the end of it.

• Rental property name, rental amount, currency
• Period: daily, weekly, monthly, yearly; fixed term or open-ended
• Photo or PDF attachment, automatic document ID

Recurring payments and reminders

Once the agreement is saved, a payment line is created for every period. When the customer pays, you record the amount, date, payment method (cash, card, transfer) and a note through “Add Payment +”. The “Rental details” page shows the total paid and the payment history. All of a customer’s agreements are listed on their card, sorted by status.

For every period an SMS reminder using the “Rental due” template is scheduled for the customer. It goes out at the SMS time set for your shop, at the start or the end of the period as you chose. No reminder is sent for a period that has been paid, and none is sent if the customer has opted out of SMS. If the customer is connected to Telegram, the message reaches them there as well. The owner of the agreement gets a push notification every morning at 09:00 about any period that is due and unpaid.

Return and final settlement

When the customer brings the item back, tap “Record return” and enter the return date. The app counts how many periods have passed from the start date to the return day and shows the final amount. The rule is simple: the return day is included, and each started period is charged in full. For example, a monthly rental that starts on the 1st and is returned on the 3rd counts as one month; returned on the 2nd of the following month, it counts as two.

This is how an open-ended agreement is closed cleanly too: the “Total charged” amount and the amount paid sit side by side, and the difference is what the customer still owes. The agreement moves to the “Completed” status and no more reminders are sent after that.

Cancelling

If the agreement was opened by mistake or the customer changed their mind, choose “Cancel rental” and write an optional reason. The payment history is preserved, but future payments and reminders are stopped. The agreement stays in the list marked “Cancelled”, so the accounting never disappears without a trace. The rental module works in the mobile app; depending on your plan there may be a limit on the number of active agreements — the exact terms are on the pricing page.

Frequently asked questions