Making Changes to Submitted Selections

If you allow for purchasers to make changes to their decor selections after finalizing, you will have to edit their decor agreement to reflect this. 

On the unit summary page, use the search bar to find the unit you are looking for, then click it to expand the unit's options. Under the "Unit Information" tab, the first step will be to click the "STATUS" dropdown, and switch the unit from COMPLETE (or AWAITING-APPROVAL) to IN-PROGRESS. Once the status is changed, click the "Save Changes" button.

With the unit is now in the IN-PROGRESS status, it has been re-opened and you can now click "Decorate" to go back into the unit. Once you are in the unit, you are now able to go through the decor process to re-select items as necessary.

Changing a unit's submitted selections should be handled on a case-by-case basis. There are multiple cases where you may need to edit payments, please follow the steps below based on your specific situation.

• No Change in Payment
• Additional Payment Needed - No Previous Payment
• Additional Payment Needed - Previous Payment in Full
• Additional Payment Needed - Previous Payment with a Deposit
• Refund Needed - Previous Payment in Full
• Refund Needed - Previous Payment with a Deposit

 

No Change in Payment

If an additional payment or refund is not required (a colour change from one standard material to another, for example), there are 2 options:

1. You can go back to the unit summary page and change the unit's status back to COMPLETE or AWAITING-APPROVAL and save this change. If the unit was already COMPLETE, click the "Notes & Agreements" tab and "Regenerate" button to update the decor agreement to reflect the new selections. If not, continue the approval process as usual. To access the original document, you can find this under the "Voided Files" tab. This option will keep the previous completion date.
2. You can complete the checkout process as you normally would. If there's an existing credit card payment, you'll see an additional pop-up when you get to the payment screen. Simply click "Confirm" to apply the previously paid amount. This option will update the completion date to the current date.

Additional Payment Needed - No Previous Payment

If the purchaser previously checked out with a $0 total, you can go through the checkout process as normal after making any changes. All documents and reports will be updated when the unit reaches the COMPLETE status

Additional Payment Needed - Previous Payment in Full

If the purchaser previously had a balance and paid in full (100% Due Now), you'll need to update the payment records after updating the selections by following these steps:

1. Go back to the unit summary page and change the unit's status back to COMPLETE or AWAITING-APPROVAL and save this change.
2. Collect the difference between the new balance and the old one.  TIA can only process one credit card payment per unit so this transaction will have to be done through Stripe's one-time payment link if you prefer a credit card payment. Please contact Stripe's customer service if you need help with this step. Alternatively, you can request a check from the purchaser.
3. Navigate to the unit's "Payment Summary" tab. This section will list the details of the payment option selected, payment method, and amount. Click "edit", change the "Amount Due" and "Amount Received" to the new total, then click "update" to save.
4. If the unit was already COMPLETE, click the "Notes & Agreements" tab and "Regenerate" button to update the decor agreement to reflect the new selections and payment amounts. If not, continue the approval process as usual. The correct payment amounts will now be reflected in TIA's reports and analytics.

 

Additional Payment Needed - Previous Payment with a Deposit

If the purchaser previously had a balance and paid partially (eg. 50% Due Now, 50% added to mortgage), you'll need to update the payment records after updating the selections by following these steps:

1. Go back to the unit summary page and change the unit's status back to COMPLETE or AWAITING-APPROVAL and save this change.
2. There are 2 options for collecting the difference between the new balance and the old one.
   1. 1. Keep the existing payment structure - TIA can only process one credit card payment per unit so this transaction will have to be done through Stripe's one-time payment link if you prefer a credit card payment. Please contact Stripe's customer service if you need help with this step. Alternatively, you can request a check from the purchaser. For example, if the payment terms are "50% deposit, 50% added to mortgage" and the cost of the new upgrade is $1000, you would add $500 to the deposit amount (due now) and add $500 to the mortgage balance. 
      2. Adjust the outstanding balance only - No further action is needed from the purchaser if you add the full amount to the mortgage balance. However, the deposit amount will now be less than 50%. For example, if cost of the new upgrade is $1000, you would add $1000 to the outstanding mortgage amount and leave the deposit amount as is.
3. Navigate to the unit's "Payment Summary" tab. This section will list the details of the payment option selected, payment method, and amount. Be sure to update the correct fields based on which of the the 2 options you selected in the previous step
   1. 1. Click "edit" for the first Up Front payment, change the "Amount Due" and "Amount Received" to reflect the deposit portion of the new upgrade, then click "update" to save.  Click "edit" for the second Deferred payment, change the "Amount Due" to reflect the outstanding portion of the new upgrade, then click "update" to save.
      2. Click "edit" for the second Deferred payment, change the "Amount Due" to reflect the full amount of the new upgrade, then click "update" to save.
4. If the unit was already COMPLETE, click the "Notes & Agreements" tab and "Regenerate" button to update the decor agreement to reflect the new selections and payment amounts. If not, continue the approval process as usual. The correct payment amounts will now be reflected in TIA's reports and analytics.

Refund Needed - Previous Payment in Full

If the purchaser previously had a balance and paid in full (100% Due Now), you'll need to update the payment records after updating the selections by following these steps:

1. Go back to the unit summary page and change the unit's status back to COMPLETE or AWAITING-APPROVAL and save this change. This will prevent the purchaser from making any more changes while you manage the refund.
2. There are 3 options for refunding the difference between the new balance and the old one.
   1. 1. Refund full payment - If the purchaser paid by credit card, you can login to your Stripe admin account and refund the full amount so that the purchaser can complete the checkout process again with the new, reduced total. When ready, change the unit's status back to IN-REVIEW and contact the purchaser to log back in. NOTE: This option will charge Stripe's 2.9% fee again since it'll count as a separate transaction.
      2. Provide a check - Whether the purchaser previously paid by check or credit card, you can send them a check for the refunded amount including tax. NOTE: This is only an option if your lawyer agrees to remove an amount that has already been deposited in a trust account. 
      3. Provide an adjustment on closing balance - No further transactions are needed at this point. NOTE: TIA's system does not track closing balances. This will have to be done internally with your sales team but a note can be added to the agreement to make sure all parties are aware.
3. Navigate to the unit's "Payment Summary" tab. This section will list the details of the payment option selected, payment method, and amount. Be sure to update the correct fields based on which of the the 2 options you selected in the previous step
   
   1. 1. No manual payment adjustments are needed since they will update automatically when the purchaser goes through the checkout process again.
      2. Click "edit", change the "Amount Due" and "Amount Received" to the new total, then click "update" to save.
      3. No manual payment adjustments are needed since this will be handled outside of TIA's software.
4. If the unit was already COMPLETE, click the "Notes & Agreements" tab and "Regenerate" button to update the decor agreement to reflect the new selections and payment amounts. If not, continue the approval process as usual. The correct payment amounts will now be reflected in TIA's reports and analytics.

 

Refund Needed - Previous Payment with a Deposit

If the purchaser previously had a balance and paid partially (eg. 50% Due Now, 50% added to mortgage), you'll need to update the payment records after updating the selections by following these steps:

1. Go back to the unit summary page and change the unit's status back to COMPLETE or AWAITING-APPROVAL and save this change. This will prevent the purchaser from making any more changes while you manage the refund.
2. There are 4 options for refunding the difference between the new balance and the old one.
   1. 1. Refund full payment - If the purchaser paid by credit card, you can login to your Stripe admin account and refund the full amount so that the purchaser can complete the checkout process again with the new, reduced total. When ready, change the unit's status back to IN-REVIEW and contact the purchaser to log back in. NOTE: This option will charge Stripe's 2.9% fee again since it'll count as a separate transaction.
      2. Provide a check - Whether the purchaser previously paid by check or credit card, you can send them a check for the partially refunded amount including tax to keep the initial deposit percentage. NOTE: This is only an option if your lawyer agrees to remove an amount that has already been deposited in a trust account. 
      3. Provide an adjustment on closing balance - No further transactions are needed at this point. NOTE: TIA's system does not track closing balances. This will have to be done internally with your sales team but a custom note can be added to the agreement to make sure all parties are aware.
      4. Adjust the outstanding balance only - No further action is needed from the purchaser if you subtract the full amount from the mortgage balance. However, the deposit amount will now be more than 50%. For example, if cost of the removed upgrade is $1000, you would subtract $1000 from the outstanding mortgage amount and leave the deposit amount as is.
3. Navigate to the unit's "Payment Summary" tab. This section will list the details of the payment option selected, payment method, and amount. Be sure to update the correct fields based on which of the the 2 options you selected in the previous step
   1. 1. No manual payment adjustments are needed since they will update automatically when the purchaser goes through the checkout process again.
      2. Click "edit" for the first Up Front payment, change the "Amount Due" and "Amount Received" to reflect the reduced deposit portion of the new upgrade, then click "update" to save.  Click "edit" for the second Deferred payment, change the "Amount Due" to reflect the reduced outstanding portion, then click "update" to save.
      3. No manual payment adjustments are needed since this will be handled outside of TIA's software.
      4. Click "edit" for the second Deferred payment, change the "Amount Due" to reflect the reduced amount, then click "update" to save.
4. If the unit was already COMPLETE, click the "Notes & Agreements" tab and "Regenerate" button to update the decor agreement to reflect the new selections and payment amounts. If not, continue the approval process

** For all cases above, be sure to regenerate agreement for your own records and resend the updated version to the purchaser.