How do I set up my billing types?
Billing types
Add, update, and delete billing types for billing goods and services in Cemetery Management. There are four pre-defined billing types: Open/Close, Perpetual Care, and Purchase. You can use the billing types table to create billing types to bill standard amounts, tax amounts, and late fees.
Watch a video
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2019.08 or later includes user-defined billing types that replace the default billing types in the previous version. Watch a video (04m24s).
Adding a standard billing type
1. Open Connect Cemetery Management > Organization > Billing Types.
2. Click New (CTRL+N).
New button
3. Set up the billing type priority and description.
4. Select Standard as the Type.
Standard as the Type
5. Enter the billing amount.
Amount field
6. Select the default billing properties.
7. Click Save (CTRL+S).
The new billing type is saved.
2019.08, 2019May16
Adding a tax billing type
1. Open Connect Cemetery Management > Organization > Billing Types.
2. Click New (CTRL+N).
New button
3. Set up the billing type priority and description.
4. Select Tax as the Type.
Tax as the Type
5. Set up the billing type properties.
6. Click Save (CTRL+S).
The new tax billing type is saved.
2019.08, 2019May16
Adding a late fee billing type
1. Open Connect Cemetery Management > Organization > Billing Types.
2. Click New (CTRL+N).
New button
3. Set up the billing type priority and description.
4. Select Late Fee as the Type.
Late fee as the Type
5. Enter the Late After x Days Past Billing Date.
If you're setting up a billing type for a late fee, use this field to determine when to bill the late fee.
Late after x days past billing date in the Billing Types table
6. Set up the billing type properties.
7. Click Save (CTRL+S). The new billing type is saved.
2019.08, 2019May16
Priority
Assign a priority number to the billing type. The priority number determines where the billing type shows up in the menu and search list of available billing types.
Example:
01 Open/Close
02 Perpetual Care
03 Purchase
04 Late Fee
This is where the priority number is located in the billing type...
Priority field in the Billing Types table
This is how billing types are listed by priority number in the Search list...
Priority number column in the Search form
Description
Enter the billing type description. For example, Open/Close, Perpetual Care, Purchase, and Late Fee.
Type
Select a billing type. Use standard for all billing types that aren't billing a late fee or tax. Use late fee for anything that bills a penalty amount. Use tax for anything that bills a rate.
Type field in the Billing Types table
Late after x days past billing date
If you're setting up a billing type for a late fee, use this field to determine when to bill the late fee.
Late after x days past billing date in the Billing Types table
Billing method
Determine how the billing type will bill.
Billing method
Use amount to bill an amount ($##.00).
Billing = Billed Amount
Use rate to bill a percentage (##.##%).
Billing = Billing x ##.##%
Use amount and rate to bill an amount (billed amount + additional amount) and bill a rate (billed amount + rate).
Billing = [Billed Amount} + [Billing x ##.##%]
Rate
Enter the rate to bill as a percentage. This field is only available when the billing method is Rate or Amount and Rate.
Rate field
Amount
Enter the amount to bill. This field is only available when the billing method is Amount or Amount and Rate.
Amount field
Default billing
To add the billing type to the list of default billings that will be included in the billing types list in Enter Billings.
When a billing type is selected as a default billing type, it will be included in the Billing Types grid in Enter Billings. If a billing type is not selected as a default billing type, you can click the Add Billings button to include it.
Default billing types in the Billing Types grid in Enter Billings
Subject to late fee
To calculate a late fee on the billing type, select the checkbox.
Subject to tax
To calculate a tax on the billing type, select the checkbox.
Allow new billings
To allow Connect to use the billing type to create billings, select the checkbox. Connect can assign the billing type to new billing transactions.
If the billing type is not active, remove the checkmark. Connect will remove the billing type from Search list and menus that show billing types. Users cannot assign the billing type to new billing transactions.
General Ledger accounts
Assign the default accounts for cash, accounts receivable, revenue, and write-off to the billing type.
Important!! If you're using Update General Ledger to update transactions to the Caselle General Ledger, you need to add the General Ledger accounts to the billing type. The Update General Ledger routine will use the GL accounts that are assigned to the billing type to post transactions to the Caselle General Ledger.
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