Resident Account Profiles

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Locating Resident Account Profile: 

1. Select the Property in which the Resident lives, on the left side of your Livable Pro Dashboard, locate the property in the properties listing.
2. Select the "Residents" tab, in the top right corner of the property dashboard, locate and select the "Residents" tab.
3. Locate the Resident's name, in the resident listing, locate and click on the Resident's name. Anew window will open showing you a summary of the Resident's profile. 
4. Select "View Profile," at the bottom of the Resident Summary window, click "View Profile." This will open the Resident's Account Profile in a new tab.

From the Account Profile, you can resend a statement, turn on paper statements, post a credit/charge, edit the Resident's information, post a payment and more.

   Account Profile Overview: 

1. Resident Details - The Resident Details section gives you a quick overview of resident information; such as name, Email, Phone Number, Occupancy Count, and Billing Start Date. You can edit these details directly from the Resident Details page by selecting the pencil icon in the top right corner of the Resident Details section. For additional information regarding editing resident information, refer to the "Edit Resident details" section below. 
2. Balance Overview - The Balance Overview section provides a quick snapshot of the residents current account standing. This section includes information like, payments received, previous statement balance, current charges, and overall account payment status. For more details information on resident charges and balances, refer to their statements and/ or Ledger. 
3. Ledger - The Resident's Ledger can be found under the "Transaction history" tab located on the Account Profile Overview page. The Ledger offers a running total of all charges, credits, and payments posted to the residents account from the day their were enrolled to current. For more information about the Ledger, refer to the "Review Transaction History" section below. 

  Schedule a move-out or post a charge/ credit: 

1. You can schedule a resident move-out directly from the Resident Account Profile, simply click "schedule move-out," enter the move out date, and then click "Submit. 
   1. For more information regarding resident move-outs, refer to the "Resident Move-out & Final Statement" Help Center article.
2. You can post a charge or credit to a Resident's ledger by clicking "Post charge or credit." You will then be prompted to add your charge or credit details. Once you are done, click "Submit" and the charge or credit will post to the Resident's ledger. 
   1. For more information regarding resident move-outs, refer to the "How to add a charge or credit to a resident" Help Center article.

   Edit Resident details: 

1. To edit the Resident's details, click "Edit resident details." This will open a new window with the account overview. 
   1. Select the pencil icon in the top right corner to edit the following details...
      1. First & Last Name
      2. Email
      3. Phone number
      4. Mailing Address

1. 1. Select the "Livable Plan" tab on the left side of the screen to edit the following details...
      1. To modify Occupancy, select the "Number of residents" tab and select the new occupancy count. 

1. 1. 1. To modify the Resident's Billing Details, select the "Billing settings" tab.
         1. Select the pencil icon next to the section you would like to modify. 
            1. Billing Enrollment Details - here you can opt a resident into or out of a specific utility, you can set utility/ statement caps, you can modify the Resident's Billing Start Date, resent portal invites, and send paper invitations.   

1. 1. 1. 1. 1. Admin Fee - click the pencil to the right of "Admin Fee" and then enter your new admin fee. This admin fee adjustment will only apply to the resident you are modifying, to adjust the default admin fee for the entire property visit the "Fee Setup: Admin Fee & Late Fee" Help Center article.
            2. Late Fee - click the pencil to the right of "Late Fee" and modify your late fee accordingly. This late fee adjustment will only apply to the resident you are modifying, to adjust the default late fee for the entire property visit the "Fee Setup: Admin Fee & Late Fee" Help Center article.
            3. Paper statements - to send paper statements to a resident, enroll them in paper statements by clicking the toggle button to the right of "Paper statements." Residents will receive a paper statement to the mailing address on file. Please note, each paper statement cost $2.
   2. Select the "Rent Info" tab on the left side of the screen to modify the resident's lease date, attach a copy of their lease, or to add additional lease holders. 
   3. Select the "Notes" tab on the left side of the screen to add any resident or unit notes that you feel are necessary. 

   Post a payment or send a balance reminder: 

1. To Post a Resident Payment, click "Post Payment." This will open a new window where you can enter your payment details.
   
   1. For more information about posting resident payments, refer to the "Posting a Resident Payment" Help Center article.
2. To send a Balance Reminder, click "Send balance reminder." This will send a balance reminder email to the Resident's email on file. If the resident does not have a valid email on file, we will not be able to send reminders. 

   Review Transaction History: 

1. The Transaction History shows the Resident's ledger, including all transactions made on the Resident's account from enrollment to current. Each section of the ledger is broken into cycles, reflecting a similar view to the Resident's Statement each cycle.
   1. On you ledger you can see...
      1. The Statement Cycle - the statement sent to the resident that reflects the transactions listed on that section of the ledger. 
      2. Balance on the first of each cycle - the balance carried over from the previous cycle and reflects the beginning total for the cycle. 
      3. Cycle charges - charges applied to the ledger during that cycle, these charges build upon the Balance from the first of each cycle. 
      4. Payments and Credits reflected on the cycle - payments and credits applied to the ledger during that cycle, these payments and credits reduce the Balance from the first of each cycle and any additional charges that might have been applied to the ledger in that cycle prior to the payments and credits.
      5. Current balance - the ledger balance as of the the day you are reviewing it. The current balance will reflect the balance of the first of each cycle plus the Cycle charges less the payments and credits reflected on the cycle. 
      6. End of period - the ledger balance as of the the last day of that cycle. The end of period balance will reflect the balance of the first of each cycle plus the Cycle charges less the payments and credits reflected on the cycle. 
      7. Line items - each section of the ledger has line items, the line items will be reflected as a...
         1. Custom Charge - a charge applied by a Livable representative or member of your team, typically applied to correct the ledger balance. 
         2. Fee - system applied fees; such as an admin fee or paper statement fee.
         3. Void - a voided transaction, this may be from a previous cycle or current cycle.
         4. Custom Credit - a credit applied by a Livable representative or member of your team, typically applied to correct the ledger balance.
         5. Utility Charge - system applied charge, this charge reflects the allocated charge for the associated utility for that cycle. These charges are applied to the account each cycle that a utility is allocated in an allocation table. See the "Processing and Allocating a Bill" Help Center article for more information about allocating utilities.  
      8. Line item details - each line item will reflect details such as
         1. Description - Admin Fee, Utility Type, Credit Type, Charge Type, etc.
         2. Transaction date and time - the date and time the system processed the transaction.
         3. Memo - When creating a custom transaction you have the option to add a memo, this appears on the ledger as a "M," offering additional information regarding the transaction. This memo is also visible to the Resident. 
         4. Internal Note - When creating a custom transaction you have the option to add an internal note, this appears on the ledger as a page with a folded corner, offering additional information regarding the transaction. This is not visible to the Resident.
         5. Amount - the amount will reflect a (-) if it is a charge and a (+) if it is a credit, payment, or void.
            
            
   2. From the ledger you can Void transactions.
      1. To the right of the transaction you would like to void, click "Options." 
         
         1. Select "Void transaction," a new window will open.
         2. Enter your reason for voiding the transaction, click "Confirm."
         3. Note: The voided transaction line item will still appear on the ledger under the cycle it was posted; however, a new line item will be added to the current cycle, located at the top of the ledger, reflecting the voided transaction.

   Print, download or resend Statements: 

1. Click the "Statements" tab, to the right of "Transaction history."
   1. Locate the cycle you would like to pull a statement for, click the dropdown arrow to the left of the cycle. 
   2. Click "Download," "Print," or "Resend" to process the statement accordingly.
      1. Quick tip, if you just want to review the statement, you can simply click "Print" to open the statement. To actually print the statement, you will need to click printer icon in the top right corner of the preview window. 

   Schedule, Review, or modify Recurring Transaction: 

1. Click the "Recurring transaction" tab, to the right of "Statements"
   1. To Review a currently scheduled recurring transaction, once you click the "Recurring transaction tab, all available recurring transactions for this Resident will be listed. This will include pending, currently active, and canceled recurring transaction.
   2. To Modify a currently scheduled recurring transaction, click "Edit" to the right of the recurring transaction that you would like to modify.
      1. Select "Edit" again to modify the transaction and "Cancel" to cancel the transaction. 
         1. Modify the transaction and then select, "Submit" in the bottom right corner to save your changes. 
   3. To Schedule a recurring transaction, you will need to "Post a charge or credit." Ensure you select the "Recurring" option to schedule the transaction as recurring. See the "How to add a charge or credit to a resident" Help Center article for more information about creating and scheduling a recurring transaction.  

For additional assistance with Resident Account Profiles, reach out to help@livabel.com.