Move-in and move-out checklists, and the deposit refund

Record the unit’s condition room by room, then settle the deposit with deductions and print the statement.

4 min read

Checklists

On the lease, open the Documents card and choose Move-in checklist (or Move-out checklist once the lease is ending or ended).
Mark each item Good, Fair, Damaged, Missing or N/A. Add items or rooms as needed.
Click Save, then add photos. Print a copy for the tenant to sign.

The move-out checklist shows each item’s move-in condition beside it, so differences are easy to spot.

In Documents, open Deposit settlement.
Check What you’re holding (the security deposit) and the Unpaid charges. Advance rent isn’t held: it already paid the first month.
Add Deductions such as Cleaning, Repainting or Repairs, with amounts.
Click Settle deposit. Unpaid charges are paid from the deposit, and the rest is the refund.
When you’ve sent the refund, click Record the refund and Mark refunded.

Print the Statement of security deposit for the tenant. Made a mistake? Undo settlement and do it again.

Still stuck? Message us and we’ll walk you through it, in English or Tagalog.