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๐Ÿ’ฐ Changing the Charges for a Quote in OwnerRez

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Purpose:
To adjust pricing, fees, or other charges on an existing quote before sending to a guest.


Step 1: Access the Quote ๐Ÿ”

  1. Log in to OwnerRez.
  2. Click Quotes from the left-hand menu.
  3. Locate and click on the quote you want to edit (use filters if needed).

Step 2: Open the Charges Section ๐Ÿงพ

  1. Scroll down to the Charges section of the quote.
  2. Click Change Charges.

Step 3: Edit Charges โœ๏ธ

Within the Change Charges window:

  • To edit an existing charge, click the Edit (pencil) icon next to the charge line.
  • To delete a charge, click the Trash (๐Ÿ—‘๏ธ) icon.
  • To add a new charge, click Add Charge.

You can adjust:

  • Rent amounts ๐Ÿ’ต
  • Cleaning or pet fees ๐Ÿพ
  • Taxes or service charges ๐Ÿงพ
  • Discounts or promotions ๐ŸŽŸ๏ธ

Step 4: Save and Review ๐Ÿ’พ

  1. After making changes, click Save.
  2. Review the updated charges to ensure everything is correct.
  3. If needed, resend the quote to the guest with a note about the updated pricing.

Notes:

  • Any changes made will not affect automated rules or pricing settings unless manually adjusted again.
  • Always double-check totals and taxes to ensure accuracy before sending to the guest.

๐Ÿ”— Reference:
OwnerRez guide on changing quote charges:
https://www.ownerrez.com/support/articles/changing-the-charges-for-a-quote