Billing a New Resident
When a resident moves in and your company has "pre-billed" charges, you need to manually enter those for the first partial month. The pre-billed items are billed the previous month prior to the resident moving in. The resident's first invoice that will be posted will contain:
- Manually entered items that would have been pre-billed the month before
- Automatically created pre-billed items that are generated after the invoice lines are created
You may enter the charges manually at any time directly into the charge screen. Entering the charges immediately will:
- Allow you to create a "Memo" invoice
- Ensure the charges are entered by the time invoices are ready to be posted
What is a "Memo" invoice?
A memo invoice in a snapshot of the charge screen as of that exact time. It will contain manually entered charges AND automatically created charges if invoice lines have already been created.
Why create a "Memo" invoice?
Some facilities collect money upon move-in for a resident and creating a memo invoice will allow you to hand the resident a statement as of today for the current charges for the month. You will want to mention to the resident that they will see these charges on the next statement they receive, however, any payments made before the statement is generated will also be reflected on the statement.
How do I create a Memo invoice?
- Go to the Resident "Charge" screen
- Add any charges (you most likely do NOT want to have "invoice lines created")
- Click "Memo" at the top of the screen