How to End Recurring Charges

Use End Service to schedule a stop date for a recurring charge when a service is being discontinued or a resident is moving out. Ending a service ahead of time ensures charges are prorated correctly and prevents future invoices from generating for that charge.

For related guidance on adding and editing recurring charges, refer to Recurring Charges and Rate Changes.

When to End a Service

End Service is appropriate when:

• A resident is moving out or transferring
• A specific service (e.g., care level, room type, add-on) is being discontinued
• A recurring charge needs to be replaced by a different charge starting on a specific date

How to End a Service

End Service can be initiated from the resident profile or from the Billing Center.

From the Resident Profile

1. In the Billing section of the resident profile, expand the Recurring Charges blue bar.
2. Locate the applicable charge and click Options > End Service. 
3. Enter the Service End Date and click End Service. 

From the Billing Center

End Service can also be processed when handling move-out or other billing events in the Billing Center. For more information, refer to the ALIS Billing Center guide.

What Happens After End Service

The outcome depends on whether the charge has already been invoiced for the affected period.

If the charge has not yet been invoiced

If pending future-invoice charges exist for the recurring charge, an info banner displays in the End Service modal: "This service has future invoice charges that may be removed or updated through an impact review to reflect the end date."

• Pending future-invoice charges are removed.
• The Impact Review proposes correctly prorated charge(s) covering the uninvoiced period up to the end date.
• All deleted and newly prorated charges are recorded in the audit.

If the charge has already been invoiced

If the service ends during a period that has already been invoiced, the Impact Review calculates a prorated credit based on the Service End Date. Review the suggested credit and apply it to the appropriate invoice before submitting.

Impact Review credit actions include:

• Apply to Invoice: apply the credit to an existing unpaid invoice.
• Change the credit start date : adjust using the pencil icon.
• Leave as-is: the credit moves to Unapplied Credits upon submission. 

For more information on how Impact Review handles End Service, refer to Impact Review in the Resident Profile.

If Impact Review is not enabled

Even without Impact Review, always click End Service to document the end date for reporting purposes and to prevent future invoices from generating. Invoice corrections will need to be made manually.

💡 Best Practice: End Service on all recurring charges when closing out a resident's billing, even if no future invoices are expected. This ensures billing is properly closed, locked, and accurately reflected in reports.

Related Articles:

• Recurring Charges and Rate Changes
• Impact Review in the Resident Profile
• ALIS Billing Center
• Billing for Resident Move-Outs

For more assistance: 888.404.ALIS (2547)  |  support@go-alis.com