Billing for Resident Move-Outs

When residents move out, we must set up their final invoice to reflect their last charges, process refunds if necessary, and lock their billing.

We can plan this process very easily if we know long enough in advance about the move-out. If there is less notice about move-out, we will likely need to adjust the most recently generated invoice.

Planned Move-Outs

If we know the move-out date and end dates for services for which they are financially responsible, we can use the Move Out Invoice tool to easily process this at any time during the period.

1. Open the Invoices section on the resident profile. Click Create Invoice>Move Out Invoice. 
2. The Create Move Out Invoice pop-up is where we can update all the details for our invoice so that everything is labeled and prorated appropriately. Set the appropriate dates for the account.
   • Set the Invoice Date to the date you want displaying on the invoice.
   • The Expected Physical Move Out Date and Financial Move Out Date should be considered carefully based on your organization's policy. 
     • The Physical Move Out Date may reflect the end of care services.
     • The Financial Move Out Date most likely reflects the end of rent charges.
   • In the Active Charges section will show all charges to be prorated based on the appropriate Service End dates. These may reflect the Physical and Financial Move Out dates you set above. The charges will be prorated based on these dates.
3. Click the checkboxes to "Apply Available Credits/Payments" toward the top and "Delete future charges" if appropriate.

Unplanned Move-Outs and Refunds

Read this detailed guide for information about adjusting invoices that have already run and processing refunds: Resident Refunds.

Lock Billing

Once the resident profile has been marked as Moved Out, click the Lock Billing button at the top of the Billing section. This effectively closes the account. It can be undone if needed.

If the resident profile has not been moved out yet, you won't have the option to Lock Billing. You can verify that no future invoices will generate by making sure all charges have the correct Service End dates, and you can click the Pause button in the Recurring Charges section. 

Related articles:

Monthly Billing with ALIS

Resident Refunds

Billing for Resident Move-Ins