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How to Update Management Fee?
Tanvir Mahedi |
0 step |
2 minutes
Tip- What if I need to update the management fee? Can I do that inside the portal? The answer is 'YES' . If the invoice has been paid, they you can not update the management fee
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Log into the Admin Portal
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Go to the "Accounting" dropdown under "Accounting & Reports" on the left navigation
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Click on "Invoice" under "Inflow" dropdown
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Choose the Invoice that has not been paid under "Status" column. The invoice should be approved or overdue
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Click on "View Details" option under "Action" column
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Click on "More Action" of the Invoice
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Tip- In this example, the management fee amount to $200 & we want to give $100 discount to the owner. Type in $100, select the tax & submit
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Click on "Update Amount"
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Type the new invoice amount under the "New Invoice Amount (without tax)" field.
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Select tax percentage from this dropdown.
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Click on "Submit" to finish up
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Once you scroll down , you will see the management fee has been updated from $200 to $100.
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Alert- You can also use this function to give a discount if you want to apply for a discount. In most cases, you would have to refresh the amount due to match the report data
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