Adding or Editing a Scheduled Billing Transaction

RealPage: Adding or Editing a Scheduled Billing Transaction Adding or Editing a Scheduled Billing Transaction To add a transaction to scheduled billing, click the New – current lease button. Or, click the Edit link beside an existing transaction that needs editing. If the resident has renewed and the renewal lease has not yet taken effect, you will also see a New – renewal lease button. To add additional recurring charges or credits to the renewal lease, click this button. Similarly, if the person has given notice to transfer, you can add recurring charges to the transfer lease by clicking the New – transfer lease button. The Scheduled billing box opens. Add or change the Transaction (code) and Description, if needed. The default description for the selected transaction code displays initially. If you change it, this will be the description that appears on resident ledgers and prints on statements and reports. If you are editing a scheduled billing transaction that is a rentable item, you cannot change the description. Enter the Amount. Enter the Start date. This is the date on which billing will start for a new transaction, unless you choose to start billing on the first day of the next month. The default End date is 12/31/2099, which is open-ended. This allows the transaction to be billed until the resident moves out, renews, or transfers, and allows billing to continue for residents who lease on a month-to-month basis. Do not change the end date, unless the transaction is to be billed for a specific period of time. If you edit the transaction after it has been billed and change the start date so that the transaction becomes effective on a later date, the system will end the old transaction one day prior to the start date of the new transaction and assign the open-ended date (12/31/2099) to the new transaction. That is, you can leave the 12/31/2099 end date and the system will modify the end dates so that future transactions do not overlap. OneSite adjusts the end date of lease term concessions (if any) to the lease end date automatically at move-in, when the lease is renewed, or the person transfers. If the lease end date is changed at any time after the scheduled billing item is added, you will have to manually update the concession billing end date in scheduled billing. If adding or editing a new transaction that has not been billed yet, the Bill the first day of next month check box displays. It controls when billing starts for the new transaction. If you check the box, billing will start on the first day of the month that follows the start date month. For example, if the transaction start date is 11/02/06, billing will begin 12/01/06, if this option is selected. Otherwise, billing begins on 11/02/06. To view the specific date on which the transaction will start billing, move your pointer over the field and review the message that displays. Select the billing Frequency of the transaction. If this transaction should not be prorated at move-in or move-out, select the Do not prorate check box. (If the check box is gray, you don't have sufficient rights to change the proration setting.) If you are adding a new scheduled billing and the check box is selected, this is the default proration setting of the transaction code from setup. The system respects the proration setting of the transaction as it is set in scheduled billing here. That is, whatever the proration setting of the transaction is in scheduled billing controls whether the transaction is prorated. When changes are completed, click Save. If you added transactions to the current lease, the transactions appear in the current view of scheduled billing on the Summary page. If you added transactions to the renewal lease, the transactions appear in the future view of scheduled billing on the Summary page. Recording an Activity When you add a new or edit an existing scheduled billing item, OneSite records an activity as a General Note. You can view it at the Activity tab.