Bulk Billings Tab

This tab displays when Enter a Bulk Billing is selected from the Bulk Pay/Bill Task Selection Tab. Use this tab to enter a batch of resident billings at once for the same income code.

Fields

Note

A asterisk (*) indicates a required field.

Billing Information

Description

This field defaults to Bulk Billings. Accept the default or enter another description.

Date *

This date defaults to the current system date. Accept the default or enter another date to show when the bulk billings are entered using the format mm/dd/yyyy. Or click the Calendar button to display an electronic calendar from which you can select a date

Due Date

Enter the date all billings are due to be paid using mm/dd/yyyy format. Or click the Calendar button to display an electronic calendar from which you can select a date

Balance Type

Select which balances display in the grid from the drop-down list:

Delinquent—(default) Only residents with a delinquent balance display in the billing grid.

All—All residents, regardless of balance, display in the billing grid.

Income Code *

Select the income code to apply to the bulk billings from the drop-down list.

Resident Status

Select whether the billing grid should be sorted by resident status from the drop-down list:

<None>—All residents show in the payment grid and are not sorted by status.

Selection—Additional options display; check which to include: Applicant, Current, Notice, Lease, Transfer-Out, Approve, Transfer-In, Cancel, and Previous.

Special Billings

Check to print a Special Billings letter for invoiced amounts created by the billings entered.

Default: Unchecked

Suppress Email

If Special Billings letters are printed, check this option to email those letters to a specified email recipient.

Default: Unchecked

Grid Details

Property

Identifies the property number.

Invoice #

If applicable, enter an invoice number for this billing.

Ref #

If used, enter a reference number for this billing.

Charge

Enter the billed amount to charge the resident in dollars and cents.

Note

Concession amounts must be entered as credits (for example: -50.00). If group concession limits have been setup for the associated property, the limits are applied for charges when the income code is Concession. For more information refer to Group Concession Limits. In order for a user to enter a credit, the Allow Negative Adjustments security permission must be selected for the user. For more information about setting user security permissions, refer to the System Help.