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Adding fees
Robyn
ORRegistered User, Daily Operations Certified, Advanced Operations Certified ✭✭
I'm trying to set up my work with their first ever storage software.
I have a few questions I'm hoping can be easily answered.
1. When I take a payment and they are giving me more rent then is owed because I do not have change, a screen pops up and says "The amount you entered is too large. You are attempting to prepay....." How do I go about taking a $70 payment for an account that only currently owes $65.00?
2. Tenants rent is due on the 1st of the month. Tenants are given a 10 day grace period. On the 11th of the month a late fee of $20.00 is added and notice is sent out. Does Sitelink automatically add the $20 fee and place them as "late" on the 11th? Another example is when tenants are in Lien Sale at 51 days late, I need to add a $50 lien sale fee, is this added automatically or do I need to manually do anthing?
3. Why is there a button for "add merchandise" on some of my tenants screens but not other tenants?
I have a few questions I'm hoping can be easily answered.
1. When I take a payment and they are giving me more rent then is owed because I do not have change, a screen pops up and says "The amount you entered is too large. You are attempting to prepay....." How do I go about taking a $70 payment for an account that only currently owes $65.00?
2. Tenants rent is due on the 1st of the month. Tenants are given a 10 day grace period. On the 11th of the month a late fee of $20.00 is added and notice is sent out. Does Sitelink automatically add the $20 fee and place them as "late" on the 11th? Another example is when tenants are in Lien Sale at 51 days late, I need to add a $50 lien sale fee, is this added automatically or do I need to manually do anthing?
3. Why is there a button for "add merchandise" on some of my tenants screens but not other tenants?
0
Comments
2. If you go into their tenant ledger settings you can set up a fee schedule for your tenants so the late fee is automatically charged to the account on whatever day you desire. As far as lien sale fees, there is an entire process we follow. The actual sale fee is not charged until the date of the sale. I charge a cut lock fee and an inventory fee manually before that if they miss the last day to pay that we give them.
it sounds like you need to set up your fee structure for your tenants. What fees you are going to charge and when. You can do a tenant merchandise purchase, through their actual account. An example would be say a lock. Our insurance if a tenant purchases a lock and it show's in the system, and they have insurance through our 3rd party... if something happened, IE break in, weather incident etc... There would be no deductible since they purchased a lock from me...
If they purchase our insurance and no lock... it's a $100 deductible.
Plus it makes things easier if a tenant comes in to pay their rent and then decides to purchase some boxes...you can charge and do it all from their payment screen
1. If you take a $70 payment, the remainder will automatically be placed on future rent (unless you are accepting cash as Sitelink allows you to give cash back);
2. Yes, Sitelink will automatically add the $20 late fee if that is what you have it set to do. You can direct Sitelink to add any fee automatically or automatically when a specific letter is generated - just need to set that up;
3. You should have an "add merchandise" for every tenant. If the tenant has one or more units rented, the button will not show up until you select one of the units.
Hope that helps a little.
I-43 Storage
On the front page go to the site link certified professional discussion
Just be mindful if it's the only computer you have for the site you would have to close it and re-open sitelink with your proper site information should a tenant come in as you can't run two different corporation codes at once.