How to post monthly rent charges

One setup, then a single action per month on Core — or no action at all on Standard.

Set up the recurring charge (once)

1. Open the lease and add a recurring charge: description (e.g. "Monthly rent"), amount, and day of month.
2. That's it. The charge definition never posts by itself on Core — it waits for you.

Post the month (Core — manual)

1. Under Financials, open Billing.
2. Run the post-due action. Every active recurring charge that's due posts to its lease's ledger — idempotently: a period can never post twice, even if you click twice.
3. Check the dashboard: collected-this-month and outstanding balances update immediately.

On Standard — automatic

The automation pack posts due charges nightly on schedule. Same idempotency, no button. If you forget a month on Core, nothing is lost — the next post-due run picks up what's due.

Related: record the payments that follow, and assess late fees when they don't.

Common questions

What happens if I click post twice?

Nothing doubles. Each posting runs inside a database transaction with the lease row locked and the idempotency check repeated inside that lock, so a double-click, a browser retry, or two overlapping scheduled runs cannot post the same period twice. This is the single most common way a rent ledger gets quietly wrong elsewhere.

What if I forget a month on Core?

Nothing is lost. The next post-due run picks up everything that is due and posts it, each period still exactly once.

How do I change the rent?

Mid-term, edit the recurring charge amount and it applies from the next posting forward; the periods already posted stay as they were. At the end of a term, use a renewal instead — it carries the unit, residents, and deposit into a new term at the new rent and re-runs the deposit-cap check.

Do roommates each get their own charge?

No. The recurring charge and the ledger belong to the lease, and every resident on that lease sees the same ledger and the same balance in their portal. One version of the truth is the point.

Does rent show separately from fees on reports?

Yes. Every entry is typed — rent, late fee, utility split — and keeps its type on the ledger, on statements, and in the income and delinquency reports.