How to Create Charges

1. Main Menu Options 

After logging into Power Admin, locate Payments on the left menu. Hover over it to reveal the following options: 

• Charges 

• Recurrences 

• GL Code Library 

• Reports 

• Bank Account 

• Payouts 

2. Create Charges 

Accessing the Payment Module 

1. Click on Charges in the menu. 

Option 1: One Time Charges 

1. Click One Time Charges. 

2. Fill in the required fields: 

• Assign Charge To: Choose either: 

• Unit: Select the unit from the drop-down menu. This means that any person associated with the unit will be able to complete the payment. 

• User: Select the user from the drop-down menu. Only this one individual will be able to complete the payment transaction.  

• Assign GL Code to Charge: Select the appropriate GL Code. 

• Title: Enter the title. 

• Description: Enter a description. 

• Attach Document: Upload any relevant documentation. 

• Amount to Charge: Enter the amount. 

• Due Date: Select the due date and click Done. 

3. Once completed, click Generate Charge. 

Option 2: Recurring Charges 

1. Click Recurring Charges. 

2. Fill in the required fields: 

• Assign Charge To: Choose either: 

• Unit: Select the unit from the drop-down menu. 

• User: Select the user from the drop-down menu. 

• Assign GL Code to Charge: Select the GL Code. 

• Title: Enter the title. 

• Description: Enter the description. 

• Attach Document: Upload any relevant document. 

• Amount to Charge: Enter the amount. 

• Charges Repeat: Select the frequency (Daily, Weekly, Monthly, or Yearly). Then, choose how often (e.g., Every 2 months, Every 4 months). 

• Each: Select a specific day (e.g., the 3rd of each month). 

• Charges Stop: Choose one of the following: 

• Never: Charges will continue indefinitely. 

• On (Date): Choose an end date from the calendar. 

• Number of Payments: Select the number of times this charge will occur. 

• First Due Date: Select when the first payment should be made. 

3. Once completed, click Generate Charge.