How to add Incidental charges for a Resident

Incidental charges are one-time fees added to a resident's account. Adding Incidentals will queue them up to be included on the next invoice. This article explains how to add these charges individually from a Resident profile or from the ALIS Dashboard.

About Incidental Charges

When you add Incidental charges, they are not immediately invoiced. Instead, they are invoiced when the next monthly invoice is generated for the resident. This prevents you from having multiple invoices per month for a resident even if they have several incidental charges within a month. 

If you need to add incidental charges for more than one resident at a time, you can do this in bulk. For steps on how to do this, read this article: Add Incidental charges in bulk. 

Add Incidentals on a Resident Profile

1. Navigate to the resident's profile and scroll to the Billing section at the bottom of the page. Click on the blue Incidental Charges bar to expand that section.
2. Click the +Add Incidental Charge button.
3. In the pane that opens on the right, select the Payer Type, Payer, Billing Item, and the correct Incurred On date. This will then display the type item price, quantity and total amount. Verify this is accurate and add a Description if desired.
   • The list of Billing Item options and corresponding prices are managed in your Billing Settings and require a specific security role permission to access. For help with updating your Billing Settings, contact your Account Manager or our ALIS Customer Success Team.
4. Once you click the Save button, the Incidental charge will remain in this section of the profile until it is invoiced. Invoicing may occur automatically, depending on your community's Billing Settings. 

Add Incidentals from the Dashboard

You can quickly add an Incidental charge directly from the ALIS Dashboard for a single resident instead of going to the Billing section of the resident profile.

1. Select the correct community from the community drop down at the top right of the Dashboard. Then click on the Add Incidental Charge icon in the Billing category.
2. In the pane that opens on the right, select the Payer Type, Payer, Billing Item, and the correct Incurred On date. This will then display the type item price, quantity and total amount. Verify this is accurate and add a Description if desired. 
   • The list of Billing Item options and corresponding prices are managed in your Billing Settings and require a specific security role permission to access. For help with updating your Billing Settings, contact your Account Manager or our ALIS Customer Success Team.
3. Once you click the Save button, the Incidental charge will be saved to the Incidental Charges section of the resident profile until it is invoiced. 

Related Articles:

• Add Incidental charges in bulk

For more assistance with Billing,

Contact our ALIS Customer Success Team:

888.404.2547 (ALIS) or support@go-alis.com