To add additional charges to Tenant's current bill you must first navigate to the Bill Maintenance Page. Do so by clicking Billing in the Top Navigation Bar and then choosing the current billing cycle and property. Click GO when the current billing cycle and Property are selected. Note: charges can only be added to current bills. All prior bills are considered closed.
Once you're at the Bill Maintenance Page you should select the bill that you want to add the charge to. The table labeled "Bill #" displays all of the bills in the selected month by invoice number and the tenants names, as well as their paid status.
After you've selected the desired bill, look over to the Charge Description Table. This table displays all of the charges for the selected bill. You may add, modify or delete a charge using the respective buttons at the bottom right of the table.
Here's how to
- Enter a charge description (ex. Water)
- Select a category from the dropdown list (Utilities- Water)
- Enter a charge amount (ex. $45)
- Optionally, you can add some notes
- Click Save to add the charge
The Amount Paid and Reference are entered when the charge is paid or modified.
If you decide to modify a charge, then select the desired charge(s) with the checkboxes and click Modify Charge(s) to get started. The pop up table will display the selected charges and their relevant information. Here you may edit or review the information. Click Save to save any changes or Cancel to cancel them. Keep in mind, the Remaing balance is automatically calculated based on the amount charged and amount paid.
If you decide that you wish to delete an additional charge or charges, simply select the desired charges and click Delete Charge(s). You will then be showed the charges that will be deleted in a pop up table. Select whether you want to Delete the charges or Cancel the action.