How can I correct a fee that does not appear in the account statement to edit?
Sometimes, when a modification will be required for whatever reason to a feebut that fee is no longer visible for editing, but why is this? 🤔
If a fee has a related payment, and that income has previously been captured for the month to be affected, it will not be available to edit it since once the fee has been paid, either in full or in installments, it leaves to be an "editable" fee.
So, in case it is required to carry adjustments such as: Incorrect amount, add surcharge or any reason, you must perform the following steps:
ROUTE 1: Administration > Units > Select unit > PAYMENTS > Edit income > Delete payment on the little trash can icon 🗑
ROUTE 2: Settings> Edit income> Select unit> Place payment delete on the red cross ❌
SUGGESTION: Try to have the information such as: date, amount, payment method, etc., because you will require them to perform the recapture in step 3
Once the payment has been eliminated, the system will allow you to view the fee to edit, you can do it from:
ROUTE 1: Administration > Units > Select unit > ACCOUNT STATUS > Edit charges
ROUTE 2: Settings > Edit Individual Quotas > Select Unit > Make Corrections
To finish, you only have to re-capture the payment that you eliminated in step #1
ROUTE: Finance > Capture revenue
If a fee has a related payment, and that income has previously been captured for the month to be affected, it will not be available to edit it since once the fee has been paid, either in full or in installments, it leaves to be an "editable" fee.
So, in case it is required to carry adjustments such as: Incorrect amount, add surcharge or any reason, you must perform the following steps:
1-DELETE THE ENTRY(S) RELATED TO THE FEE TO EDIT:
ROUTE 1: Administration > Units > Select unit > PAYMENTS > Edit income > Delete payment on the little trash can icon 🗑
ROUTE 2: Settings> Edit income> Select unit> Place payment delete on the red cross ❌
SUGGESTION: Try to have the information such as: date, amount, payment method, etc., because you will require them to perform the recapture in step 3
2-EDIT THE FEE OR MAKE CHANGES:
Once the payment has been eliminated, the system will allow you to view the fee to edit, you can do it from:
ROUTE 1: Administration > Units > Select unit > ACCOUNT STATUS > Edit charges
ROUTE 2: Settings > Edit Individual Quotas > Select Unit > Make Corrections
3- RECAPTURE THE PAYMENT/INCOME
To finish, you only have to re-capture the payment that you eliminated in step #1
ROUTE: Finance > Capture revenue
Updated on: 16/06/2022
Thank you!