How do I delete period billings?

A period billing is a summary of principal, interest due, and late fees for a given period. Use Delete Period Billings to delete billing and late fee transactions for the current period. You cannot delete billings and late fees after you receive, process, and allocate payments for the billed amount.

 

Step 1: Back up database

Before proceeding, back up the current files. Always make a back up of the database BEFORE running routines that modify or delete transactions. See the help topic titled How do I back up a database?

 

Step 2: Delete period billings

Delete billing and late fee transactions for the current period. You cannot delete billings and late fees after you receive, process, and allocate payments for the billed amount.

Do this...

1. Open Connect Property Improvements > Organization > Delete Period Billings.

2. Fill in the routine options.

3. Click GO (CTRL+G).

The period billings are deleted.

 

Options

Billing date

The Billing Date is the date the system will use to find and delete billing transactions.

Do you want to use the current date as the billing date?

• Yes, I want to use the current date. Continue to the next step.

• No, I want to use a different date. Click on the Billing Date field to enter a MM/DD/YYYY.

Categories

A category is distinct class to which principal, interest, late fees, and so on, may belong.

What is the category?

• I want to add a category code. Click Select, located next to the Categories field. Use the Selection form to move the categories to the Selected Items list. Press OK.  

• I want to remove a category code. Click Select, located next to the Categories field. Use the Selection form to move the categories to the Available Items list. Press OK.  

Include district and accounts for the following criteria

Use the options in this section to filter districts and accounts.

 

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