What is the Preview Phase?
The Preview Phase is the first step in every billing cycle. It gives you the opportunity to review who will be billed, for what amount, and via which payment method — before any charges are sent.
Think of Preview as your last checkpoint before money moves. It's the most important step to get right.
What to do in Preview
- Open the current billing cycle in the Sunbound Operator Portal.
- Review the resident list — confirm names, amounts, and payment methods are correct.
- Flag any residents who should be excluded (e.g., move-outs, holds, disputes).
- Verify that all residents have a valid payment method on file.
- Once you're satisfied, approve the Preview to move to the Collect Phase.
Common issues to look for
- Missing payment method — Resident has no card or bank account on file
- Incorrect amount — Charge doesn't match the expected monthly rate
- Resident no longer active — Move-out hasn't been processed yet
- Duplicate entry — Resident appears more than once
What happens next?
Once you approve the Preview, the billing cycle moves into the Collect Phase and payments begin processing automatically.