Scheduled (recurring) charges are charges that are billed every month. Recurring charges appear on the Owner screen, on the Current Scheduled Charges tab.
The monthly fee charge is set up automatically when you add an owner (the amount comes from the unit setup). Other recurring charges (for example, rentable items such as parking) must be added manually.
Go to the Owner screen and select an owner.
Open the Current Scheduled Charges tab and click the Add Scheduled Charge button.
The screen becomes editable.
Complete a line for the recurring charge and click Save. This recurring charge will occur on the next billing cycle and will continue until an end date has been set.
Information about Scheduled Charges
Although scheduled charges appear on the Owner screen, they are not posted automatically.
When an owner moves in scheduled charges are applied. Scheduled charges include fees and can include other regular monthly charges like a rentable item charge for parking or storage space. Scheduled charges appear on the Owner screen, on the Current Scheduled Charges tab.
Scheduled charges are NOT posted automatically. There are two ways you can post them:
You can set up a task to run Monthly Posting automatically.
You can run the function manually, every month.
We strongly recommend that you set up the task and have them posted automatically. This is especially important if your owners pay online as they will want to see what charges are owed.