Follow these steps to Update, End, or Delete a charge on a resident profile:
Step 1:
Navigate to the residents profile in the Billing tab by using the search box in the Residents tab.
Step 2:
Scroll down on the page to view the "Manage Recurring Charges" section.
Step 3:
Click on the three dots on the right side of the charge you need to change.
Step 4:
Select an option to Update, End, or Delete a charge.
When UPDATE is selected you will have the option to change the fee type, add an additional description, update the rate, and choose the effective date:
When END is selected you have the option to end the charge by choosing the effective date and optionally, a note for internal use:
When DELETE is selected a popup will show for you to approve the cancellation of the charge:
