Unit rental charges

In this video, you'll learn:

How to navigate to the "Charges" section of an occupied unit rental to view past, current, and upcoming charges or discounts.
Adding new charges or discounts, specifying details such as description, amount, quantity, and duration.
Setting start and end dates for charges, or leaving the end date blank for recurring charges.
Applying predefined charges set up in your site's main settings.
How to create and apply discounts by entering a negative amount.
Removing any charge or discount by selecting and deleting it from the charges section.

By the end of this video, you'll know how to efficiently manage additional charges and discounts for unit rentals in Storeganise.

Next up in this module: Manual invoices

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View the transcript

Unit rental charges are used to add additional charges or discounts to your customer’s rental-period invoices. Unit rental charges will automatically be added as line items to rental-period invoices.

First, let’s navigate to an occupied unit. On the unit’s page, you’ll find the "Charges" section in the menu on the left. This is where you can view any previous, current, or upcoming charges and discounts for that unit rental. Whether they were added during move-in or later, all charges and discounts will be listed here.

To add a new charge, click the plus icon in the top right corner. A form will appear, asking for the details of the charge. Let’s enter "Extra charge" as the description. Next, enter the amount—this can be positive or negative if you're applying a discount.

Then, specify the quantity. The "Start date" field lets you set when the charge will begin, and the "End date" determines how long the charge will be applied. If you leave the end date blank, the charge will be recurring until manually removed. You can also add an accounting code here if needed.

Once you save the charge, it will appear in the charges section.

You can also select predefined charges, which are set up in your site’s main settings under "Charges."

Now, let’s see how discounts are handled in the unit rental charges section. We will follow the same steps as above but this time let’s enter "Extra discount" as the description and set the amount as a negative number. Once saved, the discount will also be listed in the charges section.

Finally, to remove any charge or discount, simply click on it and select "Delete."