Follow these steps to efficiently create service charges and invoices for collection within your estate:

1. Log In to the Admin Dashboard

Begin by logging into your By Power Pass Admin Dashboard. Once logged in, navigate to the Collections menu and select Service Charge from the options available.

2. Create a New Charge

On the Service Charge page, click the Create New Charge button. You will then need to fill out a form with the details of the service charge.

3. Enter Charge Details

• Name the Charge: Give your charge a name (e.g., "Maintenance Charge").
• Set Frequency: Choose how often the charge will be applied (e.g., daily, weekly, monthly, quarterly, biannually, or annually).
• Charge Type: Decide if it will be a fixed charge or an open charge (choose fixed for a set amount).
• Amount: Enter the charge amount (e.g., 15,000 Naira).
• Minimum Payment: Set the minimum payment residents must make at a particular point (e.g., 50%).
• Description: Add a description (e.g., "General maintenance for estate upkeep").

4. Set Penalization Rules

• Late Payment Fee: If residents do not pay on time, you can apply a penalty. Choose how often the penalty will apply (e.g., daily).
• Penalty Type: You can choose a flat fee (e.g., 200 Naira) or a percentage of the service charge as a penalty for late payments.
• Access Restrictions: For defaulters, you may choose to restrict certain features, such as generating access codes or purchasing electricity tokens.

5. Assign the Charge to Residents

• Assign to a Single Resident: If you are assigning the charge to an individual, click on Assign Single and select the resident from the list. Set the Start Date, End Date, and Due Date for the charge. You can also provide a grace period before the charge is due.
• Assign to Multiple Residents (Bulk Assignment): To apply the charge to multiple residents, click Assign Bulk. Download the sample Excel sheet, fill it in with the necessary details (e.g., meter number, minimum amount, start and end dates), then upload the completed file to apply the charge.

6. Create an Invoice for Other Bills

If you need to raise an invoice for other collections (e.g., diesel deposit, additional fees), go to the Invoices section and click Create New Invoice. Similar to creating a service charge, you’ll fill in the invoice details and give it a name (e.g., "Diesel Deposit").

7. Apply the Invoice

After filling out the invoice details, click Add Invoice. You can then assign it to the appropriate residents, ensuring they receive their invoice for payment.

By following these steps, you can efficiently create and apply service charges and invoices for collection in your facility, ensuring smooth billing and payment processes for residents.