Removing Insurance
On the customer’s account, go to the Lease tab.
Click the Billing Plan for the insurance charges:
3. Click Edit Billing Plan...
4. In the Billing Plan Info window, click Delete
5. Any unpaid insurance charges will need to be voided or credited.
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Adding insurance to a current rental
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. ...Add a New Billing Plan/Size Code
Navigate to Financial Setup > Billing Plans > Add Billing Plan... The Billing Plan Info screen will open. Here’s a breakdown of the fields: SKU: This determines what type of recurring charge this is: RENT, INSURANCE, UTILITIES, etc. Description: ...Change the Default Billing Plan/Size Code
Navigate to Units > Unit Manager Locate the unit you want to update Click Edit Unit Click the existing Default Billing Plan then Edit Billing Plan... The Billing Plan Info screen will open: Select the new Billing Plan from the list and Save.Update Street Rates
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