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. This section is located at the bottom of the billing chart tab. Click on "Show inactive" at the bottom of the page to view recurring charges that are no longer active.
Step 3:
Click on the three dots on the right side of the charge you need to change. This menu provides options to edit, end, or delete the charge.
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:
Note: If a recurring charge is accidentally ended, you can reactivate it by editing the charge and adjusting the end date to a future date. Note that the end date cannot be removed entirely, but extending it will resume the charge.
When DELETE is selected a popup will show for you to approve the cancellation of the charge:
