Step 1: Click on Monthly >> Accounts from the left side menu of the screen
Step 2: Click on Add Monthly
Step 3: Enter all the required (*) Basic info, Car info and Address, then click Next.
Note: While filling out the Car info, please complete it in the following order: Year, Make, Model, and rest of the info. This will ensure that all the fields get populated correctly.
Step 4: Enter a Rate. If the rate entered is outside the limit of the "Posted Rate" and "Min Rate", make the Rate Override Toggle to "YES". By making the Rate Override Toggle to "YES" the system will accept the rate as entered.
Step 5 (Optional): If you have any additional fees on top of the Parking Rate (e.g. EV charging, Car washing, etc.), click on Add Fee, and enter all the relevant details, then click on Add Fee to save it. The additional fees will be automatically billed to the customer during the Monthly Billing Cycle.
Step 6 (Optional): If Tax Certificate is provided by the customer, click on Add Tax Certificate. Enter Tax Certificate Number, Start and End Date, Select Tax Category and attach the file if provided. Then click on Add.
Note: Adding an End Date for a Tax Certificate is optional but It will ensure the account will be billed the full tax rate post the End Date.
Step 7 (optional): If the customer provides a Credit Card or Bank Details to keep on file and process a charge, click on Credit Card or Bank Account option, and enter the details:
Note: If you are entering Bank Account details the Routing Number and Account Number need to be filled in the same text box separate it by a forward slash, as the example: 12345678/87654321
Step 8: Review all the information entered. Select the options as needed for: Sending Account Creation Email, Include invoices in the Email and Enable Monthly Disclaimer. Then Click on create.
Optional: If the information entered is not correct, click on Back and edit the fields as needed.