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Clients and tenancies3 min read

Handling a tenant who changes units, splits a lease or adds a co-tenant

Tenants move within a building, couples separate, a friend moves in. Each is a change to a tenancy, not a new tenant, and the deposit, the lease and the invoice history should follow the person rather than start over.

By the end of this pageYou will know how to record a unit transfer, a co-tenant change and a lease split, and what each does to deposits, leases and invoices.
On this pageMoving to another unitAdding a co-tenantSplitting a leaseCompany tenants changing the occupant

Moving to another unit

From the client's tenancy, Transfer to unit: the new unit (vacant-ready), the date, the new rent. The platform ends the old tenancy on that date, starts the new one, moves the deposits across (topping up or refunding the difference as a line you confirm), raises a turnover job on the old unit, and generates an addendum to the lease — or a fresh lease if you prefer — for signature. Invoices continue in the same client account; the move date pro-rates both units' rent on one invoice.

Adding a co-tenant

Add co-tenant on the tenancy: their details and ID, a lease addendum naming them as jointly liable, their own portal login to the same tenancy. Invoices are addressed to both names; either can pay; both see the same portal. Removing a co-tenant is the reverse, with an addendum releasing them and, if they contributed to the deposit, a note of what was agreed between them — the platform does not split the deposit; the remaining tenant and the leaving one settle that.

Splitting a lease

Two tenants on one tenancy who want two tenancies — rare, usually a separation where one stays and one takes another unit. Record it as: remove the co-tenant from the existing tenancy (addendum), then start them as a new tenant in the other unit with their own deposit and lease. The platform offers Split tenancy as a shortcut that does both and links the two records.

Company tenants changing the occupant

A company lease where the employee living there changes: the tenancy and the client (the company) stay; the occupant is a field on the tenancy with its own history. No addendum needed unless the lease names occupants.

The deposit follows the tenancy, not the unit. A transfer moves it; a co-tenant joining does not split it; a split creates a second one. The deposits ledger shows every movement with the reason, which is what you need when someone asks two years later.

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