Renter Insight Create Resident Charge

Create a Resident Charge or Credit

Create a Resident Charge or Credit


Learn how to create a One-Time, or Monthly Resident Charge or Credit

  1. Select Financial>Payments on the left sidebar
  2. Click Create Resident Charge


  1. Complete Charge Details

  2. Resident Credit:

    1. If you would like to issue a resident credit, simply enter the dollar amount as a negative
      number by add a - before the number.  Example: $-500.00 would give the resident a $500 credit.

  3. Choose Charge Frequency

    1. If One-Time, enter Due Date.  Due dates can be entered in the past for historical transactions
    2. If Monthly, charge will be due with Rent each month
      1. Due on the first of the month plus any grace period days you have set in Late Fee Settings

  1. Send Resident Payment Link
    1. This will send a message for your resident to pay the charge with a link to pay. 
      All residents who are in Renter Insight can view and pay charges in their resident
      portal at any time

  1. View Resident Charge

    1. To view the charge you created, you can click Properties>Residents and click on the Resident's Name

  1. The Monthly Charges are now listed under Scheduled Billing

  1. Edit Monthly Charge

  2. To Edit the Monthly Charge, Click on the Dollar Amount of the Charge in Red

  1. You can now Edit Charge Details, Convert Charge to One-Time, or Delete Charge

  1. View One Time Charge

  2. On Resident Detail Page, click Ledger


  1. You can now view One-Time Charges and Monthly Charges that were due.  You will not see future Monthly charges,
     they will not be visible on ledger until the due date



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