Editing & deleting a billable extra from a resident profile

3 minute read

Billable extras can be edited or deleted from a resident profile as long as the billable extra has not been marked as Complete. This is useful if a billable extra was added in error or associated incorrectly with a resident. 

Editing a billable extra

You can edit a billable extra in one of two ways:

Option 1: via the resident profile

1. Navigate to the Resident Profile.

2. Go to the Billing tab.

3. Select the Billable Extras tab.

4. Locate the billable extra you want to edit, click the three-dot menu and select edit

5. Make the relevant changes and click Save Changes

Option 2: via the billable extras table

1. Navigate to the Billable Extras table.

2. Select a location, entity, or view all.

3. Locate the billable extra you want to edit, click the three-dot menu and select edit

4. Make the relevant changes and click Save Changes

Deleting a billable extra

You can delete a billable extra in one of two ways:

Option 1: via the resident profile

1. Navigate to the Resident Profile.

2. Go to the Billing tab.

3. Select the Billable Extras tab.

4. Locate the billable extra you want to delete, click the three-dot menu and select delete

5. Confirm you want to delete the billable extra by clicking “Yes, proceed”

Option 2: via the billable extras table

1. Navigate to the Billable Extras table.

2. Select a location, entity, or view all.

3. Locate the billable extra you want to delete, click the three-dot menu and select delete

4. Confirm you want to delete the billable extra by clicking “Yes, proceed”