Convert a rent request to contract or invoice
Use the shared conversion actions when eligible.
Before you start
Rent-request permissions apply to staff. Client profile actions are limited to the signed-in customer and authorised relationships.
Follow these steps
- Open the rent request or the client’s Renter Profile indicated in the route.
- Use the shared conversion actions when eligible.
- Check whether the correct tenancy/onboarding workflow should run before financial conversion.
- Complete the task, save the change and reopen the related request or profile row.
Fields, rules and limits
- Check whether the correct tenancy/onboarding workflow should run before financial conversion.
- Conversion first checks Edit access to the source request and its customer/property scope. Opening the resulting record also requires the relevant Contracts or Invoices View/View Own permission. Check the existing link before retrying conversion.
Check it worked
The request/profile stores the intended details for the correct customer.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
Check whether the correct tenancy/onboarding workflow should run before financial conversion. Conversion first checks Edit access to the source request and its customer/property scope. Opening the resulting record also requires the relevant Contracts or Invoices View/View Own permission. Check the existing link before retrying conversion.
Why is the record or action unavailable?
Rent-request permissions apply to staff. Client profile actions are limited to the signed-in customer and authorised relationships. Check the current company and record relationship before requesting additional access.