---
title: How to add a charge or credit to a resident
description: Applying a custom credit or charge to a resident account in Livable Pro or in bulk to multiple resident accounts.
---
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# How to add a charge or credit to a resident
## Adding a custom charge or credit can be done on the resident profile or from the residencies screen in bulk.
To apply Custom Credits or Charges to a resident's ledger, follow the steps below...
1. **Login to your Livable Dashboard:** save.livable.com/login
2. **Locate your Property:** In the property listing on the left side of your screen, click on the property address and then select the "Residents" tab. *For details on adding multiple Custom Charges or Credits at once, see the **"Bulk Credit/ Charges"** section below.*
3. **Select the Resident's Name:** Under the "Resident Enrollment" column, click on the Resident's name. This will open a new window.
4. **Select "View Profile":** At the bottom of the new window, click on "View Profile" to open the resident's profile. This will open the resident's profile in a new tab.
5. **Select "Post Charge or Credit":** On the newly opened tab, locate the "Post Charge or Credit" button in the top center of the resident's profile. This will open the transaction details window.
1. **Charge Title:** Let the Resident know what the charge or credit is for.
2. **What to post:** Are you posting a charge or a credit?
3. **Type:** What is the utility or fee type?
4. **Post Type:** Will this be a one-time or recurring transaction?
1. If recurring, how often and when will the recurring schedule end?
5. **Details:** What is the amount of the transaction?
6. **Internal Memo:** Enter notes to yourself and your team regarding this transaction. *Tip: This note also allows our support team to better assist your residents when they reach out regarding balances, ledger questions, and concerns about transactions.*
7. **Note to Residents:** Provide details to the resident regarding the transaction.
***Click "Submit" to complete the transaction.***
**Examples of Charges:**
- Starting Balances
- Additional charges owed for a utility not included in the latest allocation
- Additional amenities that are unique to a unit or resident.
**Examples of Credits:**
- Final Balances
- Resident overpaid last charge amount
- Climate Credits (found on some electricity bills. Check with your utility provider to find out if this applies to your property)
---
### **Bulk Credit/Charges**
To apply Custom Credits or Charges to a resident's ledger, follow the steps below...
1. **Login to your Livable Dashboard:** save.livable.com/login
2. **Locate your Property:** In the property listing on the left side of your screen, click on the property address and then select the "Residents" tab.
3. **Select the units:** Using the check boxes to the left of each unit you would like to apply a Custom Credit or Charge to, select your units. *(Keep in mind all transaction details will be the same for each unit; if each unit has different transaction details, it may be best to process individually or as multiple bulk groups.)* To select all units, select the check box at the top of the check box listing.
4. Select the Bulk Action: Once you have made your selection, you will notice that a bulk selection window has opened at the bottom of your screen. Select the "Post charge or credit" icon. This is the $ icon located on the left side of the bulk selection window next to "Batch actions."
1. **Charge Title:** Let the Resident know what the charge or credit is for.
2. **What to post:** Are you posting a charge or a credit?
3. **Type:** What is the utility or fee type?
4. **Post Type:** Will this be a one-time or recurring transaction?
1. If recurring, how often and when will the recurring schedule end?
5. **Details:** What is the amount of the transaction?
6. **Internal Memo:** Enter notes to yourself and your team regarding this transaction. *Tip: This note also allows our support team to better assist your residents when they reach out regarding balances, ledger questions, and concerns about transactions.*
7. **Note to Residents:** Provide details to the resident regarding the transaction.
***Click "Submit" to complete the transaction.***
You can view the resident profile(s) to review the credit/charge reflected on their ledger(s).
For information about Voiding charges or credits posted to a resident's ledger, refer to the "[Resident Accounts: Void Transaction](https://pro.livable.com/knowledge/resident-accounts-void-transaction?hsLang=en)" article.
- [Getting Started](https://pro.livable.com/knowledge/getting-started?hsLang=en)
- [Allocating & Billing](https://pro.livable.com/knowledge/allocating-billing?hsLang=en)
- [AppFolio Integration](https://pro.livable.com/knowledge/appfolio-integration?hsLang=en)
- [Account Management](https://pro.livable.com/knowledge/account-management?hsLang=en)
- [Property Settings](https://pro.livable.com/knowledge/property-settings?hsLang=en)
- [Supporting your Residents](https://pro.livable.com/knowledge/supporting-your-residents?hsLang=en)
- [Resident Management](https://pro.livable.com/knowledge/resident-management?hsLang=en)
- [Configuring Utilities](https://pro.livable.com/knowledge/configuring-utilities?hsLang=en)
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### Getting Help
If you need assistance contact Livable's support team at **[help@livable.com!](mailto:help@livable.com)**
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