To discontinue a charge on a rent account

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The procedure to discontinue a charge on a rent account is as follows:

  1. Using the global search facility, type in the first few characters of either the responsible contact for the agreement or the asset address 1.
  2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
  3. Click on Agreements (contact summary 360 view) or History (for an asset) 2. The Agreements tile (or History tab) is activated, revealing a list of all agreements associated with the contact (or asset) in the Agreements (or Rent) summary table.
  4. Double-click on the specific agreement from which the account charge will be discontinued. The Agreement Details window is displayed.
  5. Click on Charges. The Charges tab is activated.
  6. Select the row in the Agreement Charges summary table matching the charge to be discontinued.
  7. Click on End Charge. The End Charge window is displayed, revealing all elements of the charge.
  8. Enter the End date for the account charge using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY) i.e. the date on which the charge will be discontinued.
  9. Click on Confirm. The chosen end date for the account charge is displayed in the Effective To field of the Agreement Charges summary table.


Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.


See related topics...

Rents account maintenance overview

To add a charge element to a rent account

To amend a charge on a rent account

To add an account to a rent agreement

To define the user profile

Using the search facility