{"id":452,"date":"2021-04-29T10:06:13","date_gmt":"2021-04-29T08:06:13","guid":{"rendered":"https:\/\/docs.dolisim.com\/fr\/?p=452"},"modified":"2021-05-17T08:28:19","modified_gmt":"2021-05-17T06:28:19","slug":"ajouter-informations-assurance-pour-une-location","status":"publish","type":"post","link":"https:\/\/docs.dolisim.com\/fr\/ajouter-informations-assurance-pour-une-location\/","title":{"rendered":"Ajouter les informations de l&rsquo;assurance pour une location dans Dolisim"},"content":{"rendered":"\n<p>Lors de la validation d&rsquo;une location, le locataire s\u2019engage \u00e0 souscrire \u00e0 une assurance multirisques habitation. Et \u00e0 remettre une copie lors de l&rsquo;entr\u00e9e dans les lieux. S&rsquo;il ne le fait pas, le BAILLEUR peut demander la r\u00e9siliation du bail ou souscrire une assurance \u00e0 la place du LOCATAIRE, en lui r\u00e9percutant le montant de la prime.<\/p>\n\n\n\n<p>Nous allons voir dans ce tutoriel, comment ajouter les informations d&rsquo;une assurance pour une location confirm\u00e9e.<\/p>\n\n\n\n<p>Dans un premier temps, connectez-vous \u00e0 votre Dolisim, allez dans le module Gestion locative (1).  Ensuite, cliquez sur liste (2), puis choisissez la location concern\u00e9e.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><a href=\"https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/04\/Assurance-1.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"535\" src=\"https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/04\/Assurance-1-1024x535.png\" alt=\"\" class=\"wp-image-453\" srcset=\"https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/04\/Assurance-1-1024x535.png 1024w, https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/04\/Assurance-1-300x157.png 300w, https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/04\/Assurance-1-768x401.png 768w, https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/04\/Assurance-1.png 1521w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure><\/div>\n\n\n\n<p>Vous serez alors redirig\u00e9 sur la page r\u00e9capitulative de celle-ci. Cliquez sur l&rsquo;onglet \u00ab\u00a0Location\u00a0\u00bb (1), puis \u00ab\u00a0MODIFIER\u00a0\u00bb (2).<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><a href=\"https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Assurance-2.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"350\" src=\"https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Assurance-2-1024x350.png\" alt=\"\" class=\"wp-image-648\" srcset=\"https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Assurance-2-1024x350.png 1024w, https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Assurance-2-300x103.png 300w, https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Assurance-2-768x263.png 768w, https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Assurance-2.png 1533w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure><\/div>\n\n\n\n<p>Apr\u00e8s avoir cliqu\u00e9 sur MODIFIER, vous aurez un formulaire \u00e0 compl\u00e9ter avec les champs suivants : <\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Origine de la souscription<\/strong> :  Choisissez celui qui a souscrit l&rsquo;assurance (Bailleur ou locataire ). Si vous choisissez bailleur, vous pourrez cr\u00e9er une facture correspondant \u00e0 l&rsquo;assurance pour le locataire.<\/li><li><strong>Montant de la prime<\/strong> : Ici, vous mettrez le montant annuel de l&rsquo;assurance. C&rsquo;est ce montant qui sera ins\u00e9r\u00e9 sur la facture assurance.<\/li><li><strong>D\u00e9but<\/strong> : Entrez la date de d\u00e9but de l&rsquo;assurance<\/li><li><strong>Fin<\/strong> : Entrez la date d&rsquo;expiration de l&rsquo;assurance<\/li><li><strong>Pi\u00e8ce jointe<\/strong> : Ici, vous pourrez mettre le scan du contrat li\u00e9 \u00e0 l&rsquo;assurance<\/li><\/ul>\n\n\n\n<p>Lorsque vous avez fini de compl\u00e9ter les champs, cliquez sur \u00ab\u00a0<strong>ENREGISTRER<\/strong>\u00a0\u00bb .<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><a href=\"https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Assurance-3.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"358\" src=\"https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Assurance-3-1024x358.png\" alt=\"\" class=\"wp-image-650\" srcset=\"https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Assurance-3-1024x358.png 1024w, https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Assurance-3-300x105.png 300w, https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Assurance-3-768x269.png 768w, https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Assurance-3.png 1533w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure><\/div>\n\n\n\n<p>Et voil\u00e0 ! Si l&rsquo;origine de la souscription est le locataire, les \u00e9tapes s&rsquo;arr\u00eatent ici pour vous .<\/p>\n\n\n\n<p>Si l&rsquo;origine de la souscription est le Bailleur, vous aurez alors un bouton \u00ab\u00a0<strong>G\u00c9N\u00c9RER FACTURE<\/strong> <strong>ASSURANCE<\/strong>\u00a0\u00bb apr\u00e8s avoir cliqu\u00e9 sur \u00ab\u00a0ENREGISTRER\u00a0\u00bb .<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><a href=\"https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Assurance-4.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"355\" src=\"https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Assurance-4-1024x355.png\" alt=\"\" class=\"wp-image-651\" srcset=\"https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Assurance-4-1024x355.png 1024w, https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Assurance-4-300x104.png 300w, https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Assurance-4-768x266.png 768w, https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Assurance-4.png 1533w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure><\/div>\n\n\n\n<p>La facture contiendra le Montant de la prime qui a \u00e9t\u00e9 entr\u00e9 pr\u00e9c\u00e9demment, et sera adress\u00e9e au locataire.<\/p>\n\n\n\n<p>Cliquez sur \u00ab\u00a0<strong>G\u00c9N\u00c9RER FACTURE<\/strong> <strong>ASSURANCE<\/strong>\u00a0\u00bb , la facture sera alors cr\u00e9\u00e9 . Vous pourrez la voir sur la ligne \u00ab\u00a0facture assurance \u00a0\u00bb .<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><a href=\"https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Assurance-5.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"354\" src=\"https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Assurance-5-1024x354.png\" alt=\"\" class=\"wp-image-652\" srcset=\"https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Assurance-5-1024x354.png 1024w, https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Assurance-5-300x104.png 300w, https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Assurance-5-768x266.png 768w, https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Assurance-5.png 1533w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure><\/div>\n\n\n\n<p>Lorsque vous recevrez le paiement venant du locataire, cliquez juste sur la facture et proc\u00e9dez \u00e0 la saisie du r\u00e8glement.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Lors de la validation d&rsquo;une location, le locataire s\u2019engage \u00e0 souscrire \u00e0 une assurance multirisques habitation. Et \u00e0 remettre une copie lors de l&rsquo;entr\u00e9e dans les lieux. S&rsquo;il ne le fait pas, le BAILLEUR peut demander la r\u00e9siliation du bail ou souscrire une assurance \u00e0 la place du LOCATAIRE, en lui r\u00e9percutant le montant de [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":187,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-452","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-gestion-locative"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.11 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Ajouter les informations de l&#039;assurance pour une location dans Dolisim - Documentation Dolisim<\/title>\n<meta name=\"description\" content=\"Lors de la validation d&#039;une location, le locataire s\u2019engage \u00e0 souscrire \u00e0 une assurance multirisques habitation. 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