NetSuite - Modify Recurring Monthly Charges

Recurring Monthly Charges

Residents are automatically invoiced each month for their recurring charges, which include rent and any applicable recurring charges like pet fees, trash fees, etc.  These invoices are generated during the last few days of the month and include the charges for the upcoming month. 

To view a list of the resident’s recurring (monthly) charges, including any recurring discounts, click Charges on the left sidebar of the Lease Agreement screen. 

Note:  The default view is Active charges.  Use the tabs for Future or History to see upcoming or previous recurring charges. 

To modify an active recurring charge: 

1. Navigate to the Charges tab on the Lease Agreement sidebar.
2. Click the charge from the list of Recurring Charges. 
   • Details about the charge will display including the dates when it was billed, and then the charge is effective to.
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3. Click End Charge in the lower right corner. 
   
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4. Enter the Service End Date, then click Submit. 
   • Note that the Service End Date must be the last day of the current or a future month.  If the customer has already been billed for the recurring charge this month and then the charge is ended, there is no automatic reversal of any charges that were already invoiced. See the Credit Memo section below for information about crediting a charge that was already invoiced.
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