How RentCircle works

Tenants tab → tap +. Pick an existing unit or create one, then enter the tenant's name, contact info, and rent details.

Yes — units can be multi-tenant. Each tenant still belongs to exactly one unit (N:1).

Tenants → Import. Use the provided XLSX template (Sample_Tenants_Import.xlsx). Verify column mapping before confirming.

Open the tenant profile and tap Edit. You can update name, contact info, rent details, and unit assignment.

Existing invoices stay. The tenant moves out of active lists and stops appearing in active counts. You can reactivate them later from their profile.

A Unit is the rentable space (e.g. "Room 101"). A Tenant is the person renting it. One unit can have several tenants; each tenant belongs to one unit.

Units tab → +. Name it (e.g. "Room 101") and optionally set address, default rent, and utility settings.

Tap the unit on the Units tab → Edit. Updates apply to future invoices; existing invoices keep their captured values.

They're auto-generated based on each tenant's rent schedule (monthly by default). You can also create one manually from the Invoices tab.

Subtotal sums the positive line items (rent, utilities, fees). It always reflects the gross — partial payments and discounts don't reduce it on the display.

Configurable in Business Settings. Inclusive: VAT is already inside your prices. Exclusive: VAT is added as a separate line item. Default is 0% (no VAT).

A discount is a negative line item with "Discount" in the description. It reduces the total but is never counted as a payment.

When a tenant submits less than the full amount, choose: Mark as Fully Paid (close the invoice) or Record Partial (track the remaining). The Final Payment line is appended when the invoice is fully settled.

Open the invoice → menu → Add Partial Payment, or use Mark as Paid for full settlement.

Yes, until a payment is recorded. Use Add Fee, Add Discount, or tap a line item to edit. After payment, the invoice is read-only.

Open the invoice → menu → Void. Use Unvoid to restore. Voided invoices don't affect balances or reports.

If an invoice still has unpaid balance when next month's invoice generates, the remainder appears as a "Previous Balance" item on the new invoice. Settling the new one auto-marks the old one as paid.

Each payment line keeps its own proof. Tap the small image icon next to a payment row to view it.

A public web page where tenants view invoices, submit payment proof, and see their payment history. No app install needed.

On any invoice → menu → View Portal. Or share payrent.to/<your-slug>/<tenant-id>. The link is unique per tenant.

No. Sensitive actions are protected by phone OTP — they don't need to register or remember a password.

Yes — set a custom slug in Profile → Account so links look like payrent.to/your-name/...

Maintenance or general messages tenants submit from their portal — leaks, repairs, complaints, etc.

On their portal → New Request. They can describe the issue and attach photos.

Open the request, post a comment, and update its status. The comment thread keeps full history.

Your in-app AI assistant. Ask things like "Who hasn't paid this month?" or "Revenue for May" and get answers from your own data.

Tenant lookups, invoice status, financial summaries, recent activity. Vico can also draft SMS/email messages for you to send.

Prompts are processed by Anthropic's Claude API. The data is not used to train models. Avoid sharing secrets (passwords, tokens) in prompts.

Monthly revenue, collection rate, active vs inactive tenants, and outstanding balances. Filter by date range or tenant.

Tenants whose lease covers the selected period (started on/before the period end and not yet ended).

New accounts get a 14-day free Pro trial. After the trial you remain on the Free tier unless you upgrade.

Free covers basic invoicing for a single tenant. Pro unlocks unlimited tenants, the tenant portal, financial reports, and Vico. See the in-app paywall for the full list.

Profile → Subscription → choose a plan. Billing goes through RevenueCat via the App Store or Play Store.

Yes — manage your subscription from the App Store or Play Store. Pro access continues until the end of the current billing period.

When enabled per tenant, an SMS is sent N days before the due date with a payment link. Configure N in Business Settings.

Each SMS sent (auto or manual) consumes one credit. Pro plans include a monthly allowance and you can buy top-ups separately.

Profile → SMS Credits → Top up.

Profile → Notification Settings. Toggle individual types like new payments, tenant requests, and reminders.

Check OS-level permissions for RentCircle. On iOS: Settings → Notifications → RentCircle. On Android: app info → Notifications.

Profile → Account → Edit. Email/phone changes require OTP verification for security.

Email + password, phone + OTP, Google, and Apple sign-in.

Profile → Account → Login Methods → Add. You'll be guided through verification.