If you would like to add a recurring credit or charge to a specific unit, navigate to the unit and select "Payment Balance" or "View Payment Balance" as shown below. 

Select "Edit Recurring Charges" 

Select "Add Monthly Charge" or  "Add Monthly Credit" 

For credits select "Create New Monthly Credit"

Enter the Description and Amount of the Credit. Select "Add Monthly Credit". 

Confirm the credit saved and select "Done". 

This credit has now been added to upcoming charges and will be added every month going forward. 

For recurring charges select "Add Monthly Charge" and then select "Create New Monthly Fee". 

Enter the "Description" and "Amount", then select the blue "Add Monthly Charge" button. Select "Done". 

This charge has now been added to upcoming charges and will charged every month going forward.

Note: The Existing Recurring Monthly Charges and Credits field dropdown is pulled from the Building-wide Monthly Charges and Credits list. See our guide on Building-wide Monthly Charges and Credits for setting up a list of recurring credits you'll want to apply across multiple units in your building. 

Let us know if you have any questions.
We're here and happy to help! 

Related Guides:

How do I create building-wide, monthly charges and credits?

How do I add a one-time credit or charge to a specific unit's balance?

Did this answer your question?