How do I enter manual billings?

A manual billing is a billing that was created as a single, or one-off, bill. Using a manual billing means that you can be sure the billing amount for the property is accurate. For example, Jane uses a manual billing to enter tax, interest, and penalty amounts.

In this Topic

How do I enter manual billings?
1. Enter a manual billing
1. Change a manual billing transaction
1. Delete a manual billing transaction
1. View additional information
1. Other manual billing options

Enter a manual billing

1. Open Connect Property Improvements > Accounts > Enter Manual Billings.

The transaction grid will display all of the transactions that were created on the date displayed in the Date field.

2. Enter the Account.

This is the account that you want to bill.

3. Select the Billing Type.

The billing type refers to the category assigned to the amount that was billed. You can choose Principal, Interest, or Late Fee as the billing type. Connect will use the billing type to enter the transaction description and amount due. You can change the value that displays in the Description and Amount field.

To add an explanation for the manual billing to the transaction, click the Comments button.

4. Press Enter again to save the transaction.

The manual billing is saved.

Change a manual billing transaction

1. Open Connect Property Improvements > Accounts > Enter Manual Billings.

2. Click Edit (CTRL+E).

3. Enter the Date.

You'll want to use the date the transaction was created. When you enter the transaction date, Connect displays all of the manual billing transactions created on the date you entered in the transaction grid.

4. Select a transaction to edit it.

You can use the transaction grid to select the transaction that you want to update. Just click on the transaction to select it. Connect displays the transaction properties in the fields for editing.

5. Click Save (CTRL+S).

The manual billing is updated.

Delete a manual billing transaction

1. Open Connect Property Improvements > Accounts > Enter Manual Billings.

2. Enter the Date.

3. Take note of the reference number on the transaction you want to delete.

4. Click Delete (CTRL+D).

5. Use the Delete Billings form to enter the reference number on the transaction that you want to delete.

6. Click OK.

The manual billing is deleted.

View additional information

The transaction grid displays the manual billing transactions by transaction date. You can click the Additional Information button, in the first column of the transaction grid, to view more of the transaction detail. You can also choose the fields to include in the Additional Information form by clicking the Select button.

Other manual billing options

Use Whole Dollar Mode to enter all amounts as a whole dollar value. In Whole Dollar Mode, the number 26 is saved as 26.00. When Whole Dollar Mode is turned off, 26 is saved as 00.26