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Adding, Editing, and Deleting Lease Profiles

Manage lease profile defaults, create new profiles, and control tenant options and billing settings.

Written by Conor Taliancich

Lease profiles set default preferences for leases associated with a building. These defaults can still be customized on individual leases.

Access, Edit, or Delete a Profile

  1. Go to Settings > Profiles.

  2. To edit a profile, click its Edit button.

  3. To delete a profile, click its Delete button.

Create a Lease Profile

  1. Click New Lease Profile.

  2. Enter a recognizable Profile Name.

  3. Configure the profile options described below.

  4. Click Save.

Configure Profile Options

  • Tenant portal and online access: Allow tenants with valid email addresses to access the portal, view invoices, submit maintenance requests, and review documents.

  • Payment restrictions and methods: Choose whether tenants can use ACH, make partial payments, or leave charges unpaid when submitting a payment. Select the payment methods tenants can use. Credit card and eCheck require Forte ACH setup; contact support for assistance.

  • Billing schedule defaults: Set the default billing and due days. Late fees are calculated from the due-date setting.

  • Items and fees: Choose rent and security-deposit accounting items, configure overdue notices and late fees, and decide who pays ACH fees.

  • Invoice templates: Select email and print templates for invoices and invoice payments.

  • Scheduling rules: Set the schedule end date, how far ahead tenants can schedule payments, and whether leases become month-to-month at lease end.

  • Move-out: Select email and print templates for move-out statements.

  • Tenant online and onboarding: Select portal invitation and document-notice templates.

  • Default documents: Choose the document templates associated with the profile.

  • Custom tenant application: Select the application form used for this profile.

  • Additional defaults: Set unit preparation time, when charges are generated, and when security deposits are applied after move-out.

Configure Overdue Payment Notices

Property Matrix includes a default Overdue Payment Notice. To use a custom notice, create it in Settings > Communication Templates.

Then, in the lease profile:

  1. Select the notice from the Overdue Payment Notice dropdown.

  2. Enter the number of days after the due date when it should be sent.

  3. Click Save.

For late-fee configuration, see Adding and Editing Late Fees.

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