Enter Charges or Credits

After beginning balances are entered, you are ready to start entering charges and/or credits to each resident account.  The process is the same as manually entering credit balances so it will look very familiar.

Enter Manual Charge for Multiple Residents:

  • From Billing - click Charges
  • Click - New Charges
  • Click the "Residents" tab  (This label is customized and may be "Individuals", "Participants", etc.)
  • Select the Charge Type
  • Optionally edit the quantity, frequency and/or rate
  • Optionally enter a note
  • Select the residents to have the charge added
  • Scroll to the bottom (or use the  at the top of the screen to drop to the bottom of the list)
  • Press - Save Charge

Enter Charge for One Resident

  • From Billing - click Charges
  • Click - New Charges
  • Click the "Resident" tab (This label is customized and may be "Individual", "Participant", etc.)
  • Select the Charge Type
  • Optionally edit the quantity, frequency and/or rate
  • Optionally enter a note
  • Press - Save Charge

Enter Personal Fund Deposits

  • From Billing - click Charges
  • Click - New Charges
  • Click the "Resident" tab (This label is customized and may be "Individual", "Participant", etc.)
  • Select the Charge Type
  • Optionally edit the quantity, frequency and/or rate
  • NOTE: For a Personal Funds DEPOSIT the rate will be a NEGATIVE (-) amount to increase the available funds in the account
  • Optionally enter a note
  • Press - Save Charge

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