On-Site Billing : Unit Owner Update

Transfer Arrears

1. The arrears must be transfered.

2. Create a Credit Memo (CM) to remove the arrears amount from the current owner. 

3. In the Credit Memo Type field, select "Balance Transfer."

4. In the Item Type field, choose the appropriate option based on the balance details:

   1. 1. • • Select Association Dues for balances related to association dues, condominium dues, or maintenance dues.

           • Note: For other item types, review the latest details in the current owner's ledger and select the correct item type.

5. Complete the credit memo details and confirm the transfer.

6. Navigate the lot inventory again.

   1. 1. • • The new account balance is now zero (0.00)

7. Do not close the lot inventory page.

Update the Lot Inventory

1. On the LI page:

   1. • Click "Change Unit Owner" button and select the new owner from the list.

        1. 1. • A modal will be displayed containing a list of existing customers.
              • If not yet created, follow the instructions in the unit owner creation or update.

      • Ensure the new unit owner has been encoded accurately.

      • Fill out all required fields with the new owner's information.

      • Click Update to apply the changes.

Transfer Arrears to the New Owner

1. 1. 1. Transfer the previous owner's arrears via invoice: 

      2. Create a Debit Memo (DM) via invoice to transfer the arrears amount to the new unit owner's account.

      3. Go to Manage Invoice > Invoices. 

      4. In the Item Type field of the invoice page, select the same item type that was used when the corresponding credit memo was created:

         • • Select Debit Memo for balances related to association dues, condominium dues, or maintenance dues.

             • Same scenario with the other selected item type when CM was created.

      5. Complete the invoice (debit memo) details and confirm the transfer.

Final Confirmation

1. Navigate the lot inventory again.

2. The new amount will be added to the new owner's balance.

   1. • The lot inventory and account balances have been successfully updated.

Transfer Advance Payment

1. The advance payment must be transferred.

2. Create a Debit Memo (DM) via invoice to remove the advance payment amount from the current owner.

3. Go to Manage Invoice > Invoices.

4. In the Item Type field, choose the appropriate option based on the balance details:

   1. 1. • • Select Debit Memo for balances related to association dues, condominium dues, or maintenance dues.

           • Note: For other item types, review the latest details in the unit owner's ledger and select the correct item type.

5. Complete the invoice (debit memo) details and confirm the transfer.

6. Navigate the lot inventory again.

   1. 1. • • The new account balance is now zero (0.00)

7. Do not close the lot inventory page.

Update the Lot Inventory

1. On the LI page:

   1. • Click "Change Unit Owner" button and select the new owner from the list.

        1. 1. • A modal will be displayed containing a list of existing customers.
              • If not yet created, follow the instructions in the unit owner creation or update.

      • Ensure the new unit owner has been encoded accurately.

      • Fill out all required fields with the new owner's information.

      • Click Update to apply the changes.

Transfer Advance Payment to the New Owner

1. Transfer the previous owner's advance payment to the new unit owner.

2. Create a Credit Memo (CM) to reflect the advance payment to the new unit owner.

3. In the Credit Memo Type field, select "Balance Transfer."

4. In the Item Type field of the Credit Memo page, select the same item type that was used when the corresponding invoice (debit memo) was created:

   1. • Select Association Dues for balances related to association dues, condominium dues, or maintenance dues.

      • Same scenario with the other selected item type when the invoice (debit memo) was created.

5. Complete the credit memo details and confirm the transfer.

Final Confirmation

1. Navigate the lot inventory again.

2. The new amount will be added to the new owner's balance.

   • • The lot inventory and account balances have been successfully updated.