Edit Lease Contract Installment
The system allows you to edit lease contract installment data, with the total contract amount updated automatically and changes reflected in the contract view page and lease contracts list.
Required Permission: Manage Reservation Orders
Steps to Edit a Lease Contract Installment
- From the main menu, click on “Rental and Unit Management“.
- Click on “Lease Contracts“.
- Open the contract whose installment you want to edit.
- In the “Installments” tab, click on the installment you want to edit.
- Update the required fields.
- Click “Save” to apply the changes, or click “Cancel” to go back without saving.
Edit Rules
- An installment with a status of Paid or Partially Paid cannot be edited. In this case the message “You cannot edit an installment with a status of Paid or Partially Paid.” appears.
Editable Fields
- Due Date: set the installment due date. (Mandatory)
- Amount: enter the installment value. Must be a positive number greater than zero. (Mandatory)
- Note: enter a description or note for the installment. (Mandatory)
- Attachments: add or update files and documents attached to the installment. Multiple files can be uploaded. (Optional)
Validation Rules
- The due date cannot be changed to a date earlier than any installment that has been fully or partially paid. In this case the message “You cannot change the due date to a date before any installment that has been paid or partially paid.” appears.
- The due date cannot be changed to a date that exceeds the lease contract end date. In this case the message “The due date must be earlier than or equal the end date of the Lease contract.” appears.
Installment Statuses
The system displays one of the following statuses for each installment based on payment status and due date:
- Unpaid: the installment has not been paid yet.
- Paid: the installment has been paid in full.
- Partially Paid: part of the installment value has been paid.
- Overdue: the due date has passed and the installment has not been paid.
How the System Works on Save
- The total contract amount updates automatically based on the edit.
- If the insurance installment is edited it updates automatically in the contract view page and installments list.
- The next installment date in the contract updates based on the edit.
- If a payment is deleted or updated, all related installments update automatically.
- Each installment payment generates a separate invoice.
- The edit is recorded in the activity log.