Bill a tenant by the season or the year
Put a boater or RV tenant on a seasonal or annual plan: one term price, paid up front or in monthly installments, held or at a lower rate off-season.
6 stepsUpdated
Before you start
- Owners and managers.
- Turn it on once per facility: Facilities > the facility's menu > Edit > Seasonal & annual billing, then Update Facility.
Steps
Step 1: Open the tenant's page. Under Billing plan, click Change.
Step 2: Pick Seasonal or Annual. Set First day and Last day for the term and the Term price, the total for the whole term.
Step 3: Under Paid, pick Monthly installments (the price split across the term's months) or Up front (the whole price in the first month).
Step 4: For a seasonal plan, under Between seasons pick Holds the space, owes nothing or Monthly rate and enter that rate.
Step 5: Click Save. The card shows what this month owes, for example This month: $100.00 (1 of 6).
Step 6: To renew for next season, open Unit List, tick the units, click Renew plans, pick Same price, Change by % or New price, then Renew.
Good to know
- The rent run on the 1st follows the plan from the next 1st. Post anything due before then from the ledger with Add entry.
- A term that is not renewed goes back to month-to-month at the tenant's monthly rate (for a season, from its anniversary).
- Tenants without a plan are billed monthly as always. With the facility switch off, everyone is billed monthly and plans stay saved.
- At move-out, the rent, proration and any refund are worked out from the monthly rate, not the plan. The move-out screen says so; check them by hand.
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Did this answer it?
If a step does not match what you see, email support@storagefacilitycreator.com with the facility name and what you clicked, or use Report a Bug at the bottom of the app sidebar. Inside the app, AI Assistant answers the same questions in your own words.