How can I correct the installments already created if the amount has increased/decreased?
Did you have a meeting with the board of directors and have they changed the cost of your dues? 🤔 We help you modify them
STEP 1: ELIMINATE THE MONTHLY FEES TO BE CORRECTED:
You will have to eliminate those months that will be affected by the cost change, in this example we will modify the months: October, November and December from $500 to $650
OBSERVATIONS: When there are already units with registered payments, these will be re-assigned at the time the installments are generated again, however the payments will re-assign according to the cost of the new installment, thus creating a credit or partial payment.
You can click on the following link to know the guide on how to eliminate:
EDIT/DELETE CREATED QUOTAS (individuales & masiva)
STEP 2: MODIFY THE NEW FEE AMOUNT
Once those months have been eliminated, you can proceed to adjust the amount of the fee, you can do it in the following way:
FIXED FEE: Settings> Adjust units> Modify all quotas> Enter the new amount> ACCEPT
FEE PER M2: Finance > Generate quotas > Configure quotas > CONFIGURE FEE PER M2 > Add new cost
IMPORTANT: Modifying the installment amount in this field will NOT affect the installments already created, it is necessary to complete with step #1 and #3 to adjust installments/months.
STEP 3-REGENERATE YOUR PREVIOUSLY DELETED FEES
By making the adjustments to point #1 and #2 you will be able to create or generate your quotas again, they will already have the new cost that you will require.
You can click on the following links to validate the account creation guide:
GENERATE REGULAR FEES/MAINTENANCE
⚠️🚨 VERY IMPORTANT NOTE: The previous instructions are for the GENERAL correction in the cost of installments, that is, for all the units. In the event that you need to make adjustments only for some units for reasons such as: agreements with residents, respecting advance payments, or any reason that must be made to only X number of units, you must correct them individually.
1-Eliminate the fee of the months to adjust for the units that will require it, this will NOT be possible to do it in a massive way and that will affect all your units, so in order to carry out the adjustment in the most correct way, you will have to delete those months INDIVIDUALLY.
ROUTE: Finance > Edit individual quotas > Delete on the red cross
2-Modify the new fee amount:
FIXED QUOTA: Settings> Adjust units> Modify all quotas> Enter the new amount> ACCEPT
QUOTA PER M2: Finance > Generate quotas > Configure quotas > CONFIGURE QUOTAS PER M2 > Add new cost
3-Generate the fees again with the corrected amount, however, you must be carried individually (in the case of fixed quotas) or massively (in the case of quotas per M2) omitting those units that you do NOT want to affect leaving without data or the empty field, example:
Updated on: 17/06/2022