Sometimes, a Property Management company and a customer will agree to discounts or additional charges after they send the order. Although this rarely happens, eStrataHub lets a Property Management company adjust fees for delivered orders (as long as the order has not yet been paid for by the customer).
Timing is critical. Before a customer completes payment, a Property Management company can discount or add additional charges. After a customer completes payment, a Property Management company can no longer use eStrataHub to make these adjustments.
To discount or add additional charges on a delivered order, go to the order details page, make the necessary adjustments using the Update Statement button, and re-deliver the order.
If the order you want to work with is not currently open, click the Orders tab and use the Order# field to find the one you want quickly. You can also select the order from the list, then click View Order Details, or double-click the order. In any case, you will end up on the "Order Details" page.
The example below shows how it works.
- At the bottom of the Order Details page, click the Update Statement button.
The statement will display as it did when you originally prepared the package for delivery to the customer. You may alter either the "Less: Discount Applied" field or the "Plus Additional Charges" field to adjust the billing amount.
When you are satisfied with the updates, again select the "I agree…" acknowledgement.
Click the Update Statement button to send the updated order to your customer.
The eStrataHub system will send a new email to the customer alerting them that the order is waiting. When the customer views the statement, they will see the new adjusted billing amount. Until the customer completes payment, a Property Management company may adjust the statement as many times as required until both parties are satisfied with the billing amount.
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