NetSuite - Add New Recurring Monthly Charge

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 add a new recurring charge:

1. Navigate to the Charges tab on the Lease Agreement sidebar.
2. Click the Add Charges button near the top of the screen.
3. Complete the Add Charge pop-up that appears. 
   • Select Recurring as the Billing Type.
   • Select the type of charge from the Item dropdown.  
   • Enter the Effective From date.  
     Note:  If the selected date is mid-month, the system will calculate a prorated amount that will be immediately invoiced to the customer. 
   • If applicable, select the Duration.  The duration is the number of months that the customer will be invoiced for the recurring charge.  If the recurring charge is open-ended and has no predetermined duration, leave the field blank. 
   • Enter the Amount.
   • Add any Remarks that are relevant to the charge. 
4. Click Submit. 
5. 
6. Note that recurring rent charges may not be added or ended by a property.  The Main Office will set up new lease charges to account for rent increases. 

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