Adding insurance to a current rental

Adding insurance to a current rental

  1. On the tenant’s account, go to the Lease tab:

2. If the tenant has multiple units, be sure to select the correct Lease from the list.

3. Click Add Billing Plan…

4. Select the billing plan for the coverage amount the tenant has chosen and click Save.

5. The Insurance billing plan is now on the unit:

 

Paying the Prorated Amount

1.   After adding the new billing plan, the prorated charge does not populate by default. To pay the prorate, open the Payment screen.

2.   If the unit’s rent is current, there will be $0.00 due:

3.   Click Edit… under Prepay.

4.   Change “1 Month(s)” to “1 Day(s)” and hit the Tab key to refresh the screen:

Depending on the timing of when the insurance is added and when the next charges are due, DomicoCloud may include the upcoming period, as shown above.

5.   Click Save to add the insurance charges to the payment:

6.   Complete the payment normally. 


 

 

 



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