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You need to give a tenant access to log in and manage their payment account. What is the first step you should take?
Which of the following is true about how recurring billing works?
Where can you view a list of all tenants with an active recurring fee?
Reports > Accounting/Financials > Recurring Fees
What should you do if changing a tenant's due date results in them being overcharged or undercharged?
If overcharged, issue a credit or void the invoice; if undercharged, issue a manual fee for the difference.
What is true about managing tenant accounts in the system?
Tenant accounts must be archived, but data can be deleted before archiving if needed.
A customer requests an invoice. You know it is possible to provide one. Which support article should you refer to for guidance?
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