Enter Charges Manually

A few commonly entered manual charges include:

• Utility Fees
• Beauty Shop fees
• Miscellaneous charges for a misplaced key
• Rent for the current month on a new move in

Manually Entering Charges

• Start at the Billing Tab
• Click on the "Charges" Button. This will open up the Charges screen.
• Go to the "Charges For" drop-down list and select the Resident
• Click the "New" button at the top of the screen, or press Control N on your keyboard
• Select the date (if you enter a date AFTER the current billing date, the charge will not show up on the current invoice)
• Enter the charge description (example: Perm or Shampoo and Set)
• Enter the quantity (you can enter 2 each at $8.00 to indicate two hair cuts were given - or - you could enter 1 each and edit the @ line to indicate the total for the item)
• Click the "Save" button at the top of the screen
• Continue until all "manual charges" are entered

Entering Mass Charges

You may want to mass enter charges when the same charge needs to be added to multiple residents.  This will prevent the need to go into each individual's charge screen.  This is useful when charging an activity fee or utilities.  Follow the steps to manually enter charges to a group of residents.

• From the Billing tab - Click "Alt Charges"
• Click the "Mass Charge Entry" button
• Enter the charge date
• Select the charge
• Enter the description
• Enter the quantity and rate
• You may click the "split charge among selected residents" option. This will take the total charge and divide it between all individuals.  (This is helpful if you get one utility bill that needs to be split between multiple residents)
• Select the residents by using the keyboard shift key or ctrl key and dragging or clicking on the resident names
• If a resident has more than one payer you will get pop up windows to select the payer for that resident