Billing a residence¶
A residence bills from its contracts: no daily rate, no care allowance, an ordinary invoice to the resident every month. The residents of the residence join the same billing period as the rest of the house; see Billing a month, step by step for the period itself.
The price of a contract¶
The Price tab of the contract lists the parts of the price:
Column |
Purpose |
|---|---|
Component |
Rent, Charges, Common services or Care share. |
Product |
Proposed from the component. It carries the VAT and the income account of this part. |
Amount |
The amount of this part. |
Basis |
Per month or Per day, proposed from the regime. |
From / Until |
When this part applies. Empty: from the start, or until the end, of the contract. |
Price per month adds up the parts running today. The contracts list shows it too.
An Owner-occupier contract is never billed its Rent: the occupant pays for the services only.
A new contract on a unit starts from the last price of that unit, to read and adjust before signing.
To raise or lower the price of a running contract, use Change the price, which keeps past months at their price — see Changing the price.
The deposit¶
The Deposit group of the Price tab keeps:
Deposit expected — what the regime asks for, at the current price;
Deposit received and Received on;
Deposit account — the individual account the deposit is kept on;
Returned on.
The contract warns when the deposit received is above what the regime allows.
Billed from¶
Billed from, in the contract’s dates, is the first day billed by the application — the entry date by default. Move it forward when earlier months were billed elsewhere, for example before the residence started with the application.
The residence’s own settings¶
On the residence (Serviced Living → Configuration → Residences):
Invoice journal — numbers this residence’s invoices apart. Empty, they use the company’s resident journal.
Included in the price — the services the price already covers. A supplement, a service request or a meal on one of these products is never billed on top.
Billing the month¶
Open the month’s period in Billing → Facturation → Billing Periods.
Click Generate, as for any month.
In the Residents tab, the residents of the residence show beside the others, with their Unit and their Contract, and without presence or absence days.
Create and confirm the invoices as usual.
For each contract, the generation bills:
one line per part of the price, on the person Invoiced to;
the supplements of each occupant, on every day spent in the unit;
the meals taken at the residence, when they are billed — see Meals in a residence;
the service requests done — see Service requests.
A second occupant only shows in the period when they have something of their own to pay. A contract’s lines follow the contract: to change a price, change it on the contract, not on the period.
How an incomplete month is billed¶
The regime decides:
First month pro rata — the month of entry is billed by the day;
Month started is due — the month of departure is billed in full;
a price that changes during a month is billed by the day on each side of the change.
Corrections, adjustments and credit notes¶
Every generation compares, month by month, what is due with what was already billed. An entry recorded late, a release, a notice that ends early or a price corrected afterwards each lands on one Adjustment line for the difference. Generating again gives the same answer.
When a month only gives money back, its invoice is a credit note.
Services on a separate invoice¶
When the regime ticks Services on a separate invoice, the optional services (supplements, meals, service requests) go on an invoice of their own, and the contract’s price stays on the ordinary one.
What the period tells you¶
After the generation, the period’s chatter names:
the contracts without a price, which billed nothing;
the services included in the price, which were not billed;
the contracts billed for several months at once — move Billed from forward if those months were billed elsewhere, then generate again.
The billing dashboard¶
When the house has a residence, Billing → Dashboard adds a Serviced living lane:
Running contracts — the units billed this month;
Contracts without a price — running and billing nothing;
Units to release — nobody lives there, still billed.
Each figure opens the contracts it counts.
In Belgium
A resident of a residence never enters the insurer’s billing: no dependency category, no insurer share, no electronic invoicing. See Serviced residences in Belgium.