Create a rent schedule
Define the expected rent amount, payment frequency, due date and tenancy period so future rent payments can be organised against the correct property and tenant.
A rent schedule records what rent is expected and when it is due. It does not confirm that rent has been received. Actual payments should be recorded or matched separately against the expected schedule.
How rent schedules work
The schedule uses the rent amount, payment frequency, first due date and tenancy period to create a series of expected rent entries.
Monthly rent schedule
24 Oak Avenue · Tenancy beginning 1 August 2026
Creating the schedule does not record a payment. Rent must be added or matched when it is actually received.
Before creating the rent schedule
- Confirm the property has an active tenancy.
- Review the tenancy start and end dates.
- Confirm the contractual rent amount.
- Check the payment frequency.
- Confirm the first rent due date.
- Review whether rent is payable in advance or arrears.
- Check for an existing rent schedule.
- Confirm whether the first or final payment differs.
- Review any rent-free or adjusted period.
- Check the tenancy document where the information is unclear.
Creating two active schedules for the same tenancy can duplicate expected rent and produce an incorrect arrears position.
Open the rent schedule area
Open Financials
Select Financials from the main Estavo navigation.
Open Rent Schedules
Select the area containing expected rent for properties and tenancies.
Review existing schedules
Search by property or tenancy before creating a new one.
Select Create Rent Schedule
Open the schedule setup form.
Select the property and tenancy
The property retains the wider financial history, but the expected rent schedule should be connected to the tenancy period that creates the rent obligation.
Enter the rent amount
For a monthly schedule, enter the monthly amount. Do not enter the annual total unless the selected frequency is annual.
Choose the payment frequency
A four-week schedule normally creates 13 expected payments over 52 weeks, while monthly creates 12 payments over a year.
Set the first due date
The first due date is used as the starting point for the expected payment series.
- Review the tenancy start date.
- Check the rent clause in the tenancy agreement.
- Confirm whether the first payment is due on the tenancy start date.
- Check whether rent is due before or after the period it covers.
- Record the actual first contractual due date.
- Review whether an initial payment was collected before the tenancy began.
- Confirm the date is not confused with the deposit date.
Set the rent schedule period
Where the tenancy ends part-way through a payment period, confirm whether a full or adjusted final payment is required before saving the schedule.
Review the first rent payment
Standard first payment
Use where the first payment matches the normal amount and frequency.
Adjusted first payment
Record a separate amount where the first period is shorter or otherwise adjusted.
Rent paid before tenancy start
Keep the contractual due date accurate and record the actual payment date separately.
Rent-free period
Review whether the schedule should begin after an agreed rent-free period.
Preview the expected rent entries
- Check the property and tenancy.
- Review the rent amount.
- Confirm the payment frequency.
- Check the first due date.
- Review each generated payment date.
- Check the final due date.
- Review any adjusted first or final amount.
- Confirm the total expected rent for the period appears reasonable.
- Check that no duplicate schedule exists.
Save the rent schedule
Review the schedule preview
Confirm the amount, frequency, dates and tenancy.
Select Save or Create Schedule
Create the expected rent entries.
Open the saved schedule
Confirm it appears against the correct tenancy.
Review the next expected payment
Check the next due date and amount.
Record received rent separately
Add or match the actual payment when it is received.
Edit an incorrect rent schedule
Open Rent Schedules
Find the schedule using the property or tenancy.
Review existing payments
Check whether rent has already been recorded or matched against the schedule.
Select Edit
Correct the amount, frequency, due date or schedule period.
Review affected expected entries
Confirm how the change affects future and existing rent periods.
Save and review balances
Check the expected rent and arrears position after the correction.
Where rent has already been received and matched, review the effect carefully before changing or replacing the schedule.
Handle a future rent change
Where the rent changes from a future date, retain the earlier schedule for the period in which it applied and create or amend the future schedule carefully.
- Confirm the effective date of the new rent.
- Retain the previous expected rent before that date.
- End or amend the old schedule at the correct point.
- Create the new amount from the effective date.
- Review the first payment under the new amount.
- Check whether the payment frequency remains unchanged.
- Review future expected dates and totals.
- Keep supporting tenancy or rent-change documents.
Common rent-schedule problems
The tenancy cannot be selected
Check that the tenancy exists, is active or future and is linked to the property.
The schedule creates too many payments
Check whether every four weeks was selected instead of monthly.
The first due date is wrong
Review the tenancy agreement and correct the first contractual payment date.
The final expected payment is too high
Check whether the final tenancy period requires an adjusted amount.
Expected rent appears twice
Check for duplicate active rent schedules against the same tenancy.
Rent received is still shown as outstanding
Record or match the actual payment against the correct expected rent period.
The schedule extends beyond the tenancy
Review the schedule end date and recorded tenancy end date.
A rent change altered earlier periods
Restore the earlier amount where required and apply the new rent only from its effective date.
The rent schedule is created
The next guide explains how to record rent received and allocate the payment against the correct tenancy and expected rent period.
Continue to record a rent payment