QRG – CRM IQ – Posting a Charge
Create a one-time charge or a pro-rated rent to the resident ledger.
To add a charge for prorated rent (ex: rentable item, pet rent, etc.):
1. Before you can create the charge, use the Prorate Calculator provided on the toolbar to determine the amount using the move-in date and the monthly amount.
3. To select the appropriate Charge Code, click the ellipses to search. Enter the charge details. Click Submit.
- NOTE: The description provided in the Notes section is visible on the ledger to the resident so it is important to clearly identify the charge and timeline.
4. A pop-up will appear to confirm the charge is posted.
5. Return to the ledger to ensure that the charge appears as expected.
- NOTE: Use the search bar to narrow the visible transactions.
To post a charge for a one-time fee (ex: pet fee):
1. Navigate to the resident profile > General > Ledger and click Create Charge.
2. Enter the charge details. Click Submit.
- NOTE: The description provided in the Notes section is visible on the ledger to the resident so it is important to clearly identify the charge and timeline.
3. A pop-up will appear to confirm the charge is posted.
4. Return to the ledger to ensure that the charge appears as expected.
- NOTE: Use the search bar to narrow the visible transactions.
To post a credit (ex. credit prorated rent for ending pet rent, rentable item mid-month):
1. Before you can create the charge, use the Prorate Calculator provided on the toolbar to determine the amount using the move-out date and the monthly amount.
- NOTE: The amount displayed is the rent charge NOT the credit amount. Once the charge is calculated, you will need to deduct it from the total monthly amount, for this example the monthly charge is $30 - $7.74 = $22.26 is the amount to credit as they are ending the rentable item on 5/8.
2. Navigate to the resident profile > General > Ledger and click Create Charge.
3. Enter the charge details. Click Submit.
- NOTE: The description provided in the Notes section is visible on the ledger to the resident so it is important to clearly identify the charge and timeline.
4. Return to the ledger to ensure that the charge appears as expected.