Adding Charges

A non-recurring charge is a charge that is added infrequently, or only one time, to a tenant or customer account; for example, an NSF fee, promissory note, work order charge, etc.

You can also add a schedule of recurring charges to customer accounts. See "Adding Recurring Charges"

Note: Adding an NSF as a non-recurring charge only adds the charge amount to the tenant/customer account. However, recording an NSF adds the NSF fee your HA charges to the tenant/customer account, adds the full balance of the payment that was returned for insufficient funds, AND adds the NSF fee the bank charges your HA. See "Recording NSFs"

From the Main Menu screen, click TENANTS or RECEIVABLES. The Browse Tenant Leases or Browse Customers screen appears with all current leases or active customers displayed in a table.

Select how you want to order the tenant or customer table from the ordered by drop-down list, enter the search criteria in the search for field and click GO. The first tenant/customer to match the criteria is highlighted in the table.

Highlight the tenant/customer record you want to work with and click

on the toolbar.

Select “Add Charge” from the menu that appears. The Add Charge Wizard is initiated.

Hint: You can also access the Add Charge Wizard from the Account Summary and Account Details tabs on either the Tenant Management screen (for tenants), or the Account Summary and Account Details tabs on the Maintain Customer Information screen (for customers who are also tenants).

Hint: The non-editable customer name field appears at the top of the screens. Use this to verify that you are entering information for the correct account belonging to the correct tenant/customer.

Select the account to which you are adding the charge.

This is your agency-defined list of account types, which you maintain in the Setup area of the program. See "Setting Up Account Types"

Select the type of charge (such as “NSF fee”).

This is your agency-defined list of transaction types, which you maintain in the Setup area of the program. See "Setting Up Transaction Types"

Enter a description for the charge and specify the date the charge takes effect.

Enter the amountof the charge and, if necessary, check the print charge adjustment voucher checkbox to print an adjustment voucher for the charge after completing the wizard.

Hint: The charge adjustment voucher that prints by default for the selected account type is maintained in the Setup area of the program. See "Setting Up Account Types"

Click START to continue.

10.

Review and confirm the charge information you have set up and click FINISH to add the charge to the tenant/customer account.