Post Charge - Manual

Summary: This article walks through how to manually post a charge on a homeowner's ledger. 

To post a manual (one-time) charge to an owner's account, you will first want to select the homeowner's ledger by going to Homeowners > Ledger or clicking on the owner's balance if already on their account. 

Then click the "New Charge" button on the far left of that screen and a pop-up window should appear:

The "Transaction" field is a drop-down list populated by the Association > Assessments charges. You will first choose which one you need to charge the owner for (i.e. Key Fob).

The next field "Transaction Date" is the date the charge will be posted on the owner's account, which you can change by typing a new date or selecting by clicking on the calendar icon. The "Amount" field is the amount you need to charge the owner and the "Description" is any description needed past the default charge description (i.e. Key Fob for Tenant). A description is not needed. Once all fields are filled out, click Update and the charge will be posted.