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ADDING DISCOUNT TO EXISTING CUSTOMERS

IS IT POSSIBLE TO ADD A DISCOUNT TO AN EXISTING CUSTOMER, IF THEY HAVE BEEN IN FOR AWHILE AND KNOW THEY ARE GOING TO BE HERE FOR AWHILE LONGER WE HAVE A PAY FOR 6 MONTHS, GET THE 7TH FREE DISCOUNT WE WOULD LIKE TO DO THAT FOR THEM.  IS THIS POSSIBLE?

Comments

  • ESSESS TXRegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭
    Absolutely! You cannot do it for the months they have already been there, but you can add it for the months going forward. 
    Payments>select tenant>Make Future Changes>Edit Charges and Payments>Select discount plan
    Angela Reyes
    www.rentess.com
  • MamaDuke7MamaDuke7 CARegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭
    The discounts need to have been set up to be used "everywhere" and not just for move-in.  Otherwise, you can't add it to an existing customer.
  • 6651storage6651storage CORegistered User
    THANK YOU ESS THAT WAS A BIG HELP!
  • PatPat TXRegistered User, Daily Operations Certified, Advanced Operations Certified ✭✭✭
    Where is the "make future changes" option?
  • MamaDuke7MamaDuke7 CARegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭
    edited November 2019
    Pat said:
    Where is the "make future changes" option?
    Right in the middle of the payment screen, directly above the ID photo.  It's a check box, and you can select how many months of future charges to add.
  • ESSESS TXRegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭
    Pat said:
    Where is the "make future changes" option?

    It's actually charges...I have read it wrong this whole time eek
    Angela Reyes
    www.rentess.com
  • ESSESS TXRegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭
    You can also go into "Edit Charges and Payments" and click on "Add" in the Periods section instead of "Make future charges" :)

    Angela Reyes
    www.rentess.com
  • PatPat TXRegistered User, Daily Operations Certified, Advanced Operations Certified ✭✭✭
    Thanks, I guess Aliens got into the computer last night - this line was NOT there yesterday. And I have not ran a live update today.  
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