Address
Select the address type to use for printed invoices.
Options: Primary, Mailing, Billing, Statement or Other
Sorted by
Select how to sort the printed invoices.
Options: Apt. or Zip Code
Activity
Select the level of detail for invoice activity
to include on the invoices.
Options:
All Activity: Select to print the transaction header and all activity,
one line per transaction.
Outstanding (activity): Select to print the transaction header and
one line per open item. The description printed for the invoice is the
transaction description for the transaction that created the open item.
# of Copies
Enter the number of copies to print for each invoice.
Include Previous Balance
Used to indicate whether to include previous balances
when generating invoices.
Options:
Checked: Include previous balances when generating invoices.
Unchecked: Do not include previous balances when generating invoices.
Balance Due Only
Used to indicate whether to include balances due
when generating invoices.
Options:
Checked: Include balances due when generating invoices.
Unchecked: Balances due are not included when generating invoices.
Classify by Due Date
Allows the user to list prior charges in the month charged or by Due Date for the All Charges Due on a Date merge field.
Options:
Checked: Prior, Current, and Future billings are classified based on their Due Dates.
Unchecked: Billings are not classified based on their Due Dates. Any billing already existing at the time Invoices are processed, regardless of Due Date, is processed as having a prior Due Date, so if you select the Include Previous Balance option, then the system shows the billing under the Prior Charges column instead of the Current column.
Example
This example assumes you have set up an Invoice Letter that includes appropriate Invoice merge fields.
Current period = 05/2017 – processing Invoices for 06/2017
Admin Fee was billed with due date 04/2017
Base Rent recurring charge due 06/2017
Storage recurring charge due 06/2017
Utility is new billing due 06/2017
Furniture is new billing due 07/2017
Unchecked, the system would classify these as:
Admin Fee - Prior
Base Rent - Current
Storage - Current
Utility - Prior
Furniture - Prior
Checked, the system would classify these as:
Admin Fee - Prior
Base Rent - Current
Storage - Current
Utility - Current
Furniture - would not appear
Message
Use this free-form text field to type a personal
message to the resident receiving the invoice, if desired.
Fields