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
- Select Financial>Payments on the left sidebar
- Click Create Resident Charge
- Complete Charge Details
Resident Credit:
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.
Choose Charge Frequency
- If One-Time, enter Due Date. Due dates can be entered in the past for historical transactions
- If Monthly, charge will be due with Rent each month
- Due on the first of the month plus any grace period days you have set in Late Fee Settings
- Send Resident Payment Link
- 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
View Resident Charge
- To view the charge you created, you can click Properties>Residents and click on the Resident's Name
- The Monthly Charges are now listed under Scheduled Billing
Edit Monthly Charge
To Edit the Monthly Charge, Click on the Dollar Amount of the Charge in Red
- You can now Edit Charge Details, Convert Charge to One-Time, or Delete Charge
View One Time Charge
On Resident Detail Page, click Ledger

- 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