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Variable Billing Setup

Use this guide to know how to setup variable billing within your community. For example if you have fees that are charged per square foot instead of a flat fee.

Group Setup

You will first need to setup the group with all of the units for variable billing. To do this you will:

  1. Navigate to Accounting > Receivables > Groups
  2. Select "+ Add Group"
  3. Add the units to the group for variable billing
  4. Select "Save"
  5. Your new group will now be in the list of Groups.

 

Charge Code Setup

Next, create a charge code specific for the variable billing.

  1. Accounting > Settings > Charge Codes
  2. Select "+ Add Charge Code"
  3. Fill out the necessary sections
  4. For the "Base" section you will input the Recurring Charge Multiplier. (For example if the fee is $0.75 per square foot, then input 0.75)
  5. Select "Save"
  6. The new charge code will appear at the bottom of the charge code list. (Move the charge code to reflect the correct payment order by selecting "Edit Payment Order" as needed.)

 

 

Unit Recurring Charge Setup

You will need to now add in the recurring charges for each of the units in the group for variable billing.

  1. Navigate to Accounting > Receivables > Homeowners.
  2. In the "Group" column search for the variable billing group you created..

 

The next steps will be to:

  1. Select the homeowner profile
  2. Select Options > Setup Recurring Charges
  3. Input the necessary information making sure to use the Variable Billing chare code that you created earlier. The "rate" section is what will be multiplied by your base amount.
  4. Select "Save"
  5. Repeat for each homeowner for Variable Billing

 

 

Recurring charge setup for units with the same rate

If you have multiple units that have the same rate, (or square footage for example), you can setup a group to use the same rate for all of those units. To do this you will:

  1. Navigate to Accounting > Receivables > Groups > "+ Add Group"
  2. Add the necessary units to the group
  3. Select "Save"
  4. Your new group will now appear in the group list.

Next you will need to setup the recurring charge for the group instead of setting it up at the unit level. To do this you will:

  1. Select "Options" > "Setup Recurring Charges" for the group you created
  2. Input the necessary information, using the correct charge code for the base amount to be input for you.
  3. Input the Rate
  4. Select Save.