The Add Charge Request Action Item is created by people outside of A/R for the purpose of having your A/R team add a charge to a homeowner's account.
For instance, if a Homeowner talks to your Customer Service Representative and purchases a Key Fob from your Association, your Customer Service Representative can then create an Add Charge Request Action Item that includes the charge type and the amount of the charge.
This Action Item will show up in your A/R team's My Action Items. They can then add the charge to the homeowner's account (See How to Add a Charge to An Individual Homeowner's Account for details).
Stepping the Add Charge Request to Charge Applied will send the homeowner a templated message informing them of the new charge, as well as an attached Statement. (The details included in your templated email and the specific version of the homeowner statement depend on your Database configuration.)
If the Homeowner replies to the message--either through their portal or by replying to the email--the item will reopen in the step Owner Response. This will allow owners with follow-up questions regarding the charge to communicate directly with your team.
Comments
2 comments
It's important to know that whatever you type in the "Add Charge Request" description (ie. Please add $35 key fob charge) will also print on the statement sent to the homeowner.
Helen,
Yes and No.
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