This guide was created with Scribe in 2 minutes. Sign in and create your own!
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
1
Log into the Admin Portal
2
Go to the "Accounting" dropdown under "Accounting & Reports" on the left navigation
Zoom Saved
3
Click on "Invoice" under "Inflow" dropdown
Zoom Saved
4
Choose the Invoice that has not been paid under "Status" column. The invoice should be approved or overdue
Zoom Saved
5
Click on "View Details" option under "Action" column
Zoom Saved
6
Click on "More Action" of the Invoice
Zoom Saved
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
7
Click on "Update Amount"
Zoom Saved
8
Type the new invoice amount under the "New Invoice Amount (without tax)" field.
Zoom Saved
9
Select tax percentage from this dropdown.
Zoom Saved
10
Click on "Submit" to finish up
Zoom Saved
11
Once you scroll down , you will see the management fee has been updated from $200 to $100.
Zoom Saved
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
Have something to say?Create an account to leave messages for the author to see!Create an account
Feedback
This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe