> ## Documentation Index
> Fetch the complete documentation index at: https://docs.yorlet.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Charging owners

> Learn how to charge owner accounts to debit their balances.

At times, you may need to collect funds from your owner accounts:

* To charge the owner account for your services
* To collect payments on behalf of suppliers, like maintenance expenses or service charges

When collecting from Landlord, Leaseholder, or Supplier accounts, you can create collections to debit their balances and either credit your Platform account or transfer funds to another owner account.

## Creating a collection

To create a collection, follow these steps:

1. Navigate to the owner account you want to create a collection for
2. Under the **Balance** section, click on the overflow menu (•••) and select **Create collection**
3. Fill out the required fields including amount, description, and tax percent
4. You can specify a destination for the collection, this will create an owner payment to transfer the funds from one owner to another
5. You have the option to toggle **Collect now**. Toggling this on will immediately apply the collection to the balance, regardless of whether the owner has available funds to cover it. Alternatively, you can toggle it off and the collection will remain in a pending state until you approve it.

## Approving collections

If you created a collection with **Collect now** toggled off, it remains in a `pending` state until you approve it. To approve a collection, navigate to the collection and click **Approve**. Once approved, the collection is applied to the owner's balance.

## Platform fees

You can earn commission on the payments you collect from owner accounts by setting the platform fee percentage. The owner will see the full amount in their account and then the payment will be split between the destination and platform account.

## Updating collections

You can update a collection by navigating to the collection you wish to update and clicking **Edit** in the top right of the **Summary** section. You can then update the description, period, and unit.

## Cancelling collections

Cancelling a collection removes the balance transaction from the owner’s balance. You can do this by navigating to the collection you wish to cancel and clicking **Cancel** in the top right. You can only cancel a collection when it is either in a `pending` or `applied` state.

## Refunding collections

You can refund a collection after it has been `applied` or `paid`. You can do this by navigating to the collection you wish to refund and clicking **Refund** in the top right. You can then specify the amount to refund and add a description about the details of the refund.

Refunding a collection that was created with a destination owner account will also refund the destination owner payment that credited the destination owner balance.

To download a tax invoice for a collection, navigate to the collection and click **Tax PDF**.

## Manage recurring collections

For charges you need to collect on a regular basis, such as a recurring management fee, you can use a recurring collection. A recurring collection automatically creates a new collection on a set frequency, and the collections it creates behave just like the ones you create manually.

You can view your recurring collections on the [Subscriptions page](https://dashboard.yorlet.com/owners/subscriptions) in the Owners area. Each recurring collection shows its **Owner**, **Amount**, **Frequency**, billing cycles and the **Next collection** date, along with a list of the **Collections** it has created.

<Note>
  Recurring collections are set up for you through the Yorlet API rather than from the Dashboard. Once created, you can manage them from the Dashboard.
</Note>

To update a recurring collection, navigate to it and click **Edit**. You can change the **Amount** and **Description** used for future collections.

To stop a recurring collection from creating any further collections, navigate to it and select **Cancel subscription**.