Adding a One-time Charge or Credit

In the article below, you will learn how to enter in a one-time charge or credit within Entrata.

Step 1: 

• Open up the Resident account by either searching for the resident in the search bar or finding them under the Residents tab at the top

Step 2: 

• Once you are in the Residents account, click on the "Financial" tab 
  
  • Click "Scheduled Charges and Credits" in the sub-tab 

• Click the on the side menu, "One-Time" 
• Click "Bulk Edit" on the right to open the one time edits and credits window

Step 4: 

• A new window will appear.  You can either click "Add One-Time Charges" or "Add One-Time Credits" 
  • Additional fields will appear 
  • Previously added charges or credit will also be displayed 

Step 5: 

• Enter in the details of the charge or credit
  • Charge Timing: The Frequency of the charge 
  • Charge Code: Also known as the GL Code or Transaction Code
  • Gear Symbol: A drop down menu will appear, depending on what you select there may be additional drop down menu
  • Type: Fixed Amount 
  • Amount: The amount of the Charge or Credit 
    • Keep in mind, depending on what you have selected for "Type" you may have to enter an amount and or select an item from an additional drop down menu. 
  • Effective: The start date of the Charge or Credit (If available)  
    • Depending on the residents status, you may not see an Effective Date option. 
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