Below are some simple steps to show how to properly create the final bill for a resident.
1. When you’re logged into the portal the “home” screen will be a list of all of your residents. If the person moving out does not appear, look at the top dark blue ribbon and click on “Past Residents” and this will open up anyone that has moved out or is at move out scheduled date. Down the road I would recommend changing the “Moved Out After date” to something much closer, but it’s fine for now.
2. Find the resident name and click on it. The following screen will open up. Look for the little red truck that next to the Move Out Date and click on the truck (it’s the same truck as what’s on the current resident screen full list)
The next screen that will open is:
3. Verify that the move out date is correct (or change it here)
4. Click on the green tab that says "Bill"
5. It will automatically calculate the estimated final bill
6. Click on the blue tab that says "Confirm". After it bills, you will see the next screen:
7. To save a PDF copy of the final invoice, open the PDF by clicking in the bottom left corner and save it. Make sure to name it in an organized way.
8. At the top of the screen, click on the "X" for the current tab to close it.
9. Go down to the bottom of the screen and hover over the Chrome Symbol (if working in Chrome) and you will see that there are 3 screens open:
- Resident – Google Chrome
- Resident Setup – Google
- Rapid Move Out Bill
10. Close the “Rapid Move Out Bill” Window. It is very important to close this window as this step is what puts the Final Bill on their JIT Ledger, shows that the amount will be site collected and closes the account.