People and properties
Link a client to a property or units, then set occupants, rent, tax, discounts and billing periods for each.
Proforio
Contracts at the center of the work
Keep rental, lease and management terms connected to properties, clients, documents and billing rules.
What this means in Proforio
In Proforio, a contract is more than a record. Its settings define what to bill, which period each charge covers, when to generate invoices and which calculation rules apply. Eligible recurring invoices can then follow the agreed terms automatically.
What you can control
Status and reuse
Edit, activate, pause or close a contract; copy one into an inactive draft to reuse its terms.
Files and visibility
Choose which contract files clients can see; eligible rental and lease contracts can appear in the resident portal, while management contracts cannot.
Billing & automation
Set rent, utilities, billing periods and calculation rules to prepare eligible recurring invoices automatically; preview charges before issuing.
How it connects to the workflow
- Contract
- Billing & utility rules
- Invoice
- Payment
Contract billing periods and utility rules drive eligible recurring invoices; recorded payments update the balance.
Practical examples
A new letting
Link the unit and client, set occupants and rent, then preview the first invoice.
Reuse an agreement
Copy a contract into a draft, review its dates and charges, then activate it.
Need implementation details?
Find contract types, billing settings and setup steps in the Contracts article.