How do I create billings when I update license information?
Creating billings when you update license information ensures that any changes to the license are accurately reflected in what is charged.
What it does
When enabled, the system automatically generates new charges—or updates existing ones—based on the changes you make to the license.
Why you would use it
You’d create billings during a license update when the change affects fees:
- Reflect pricing changes
Updates like license type, duration, or status (e.g., altered vs. unaltered) often change the cost.
- Capture upgrades or downgrades
Apply additional charges or credits when moving between license types.
- Ensure accurate totals
Keep the account balance aligned with the current license details without needing separate billing steps.
- Streamline workflow
Handle licensing and billing in one action, reducing the chance of missed charges.
In practice
This setting keeps licensing and billing tightly connected. When a change impacts cost, the system responds immediately—so the record stays complete, consistent, and ready for payment.
Do this...
1. Open Connect Animal License > Licenses > Update License Information.
2. Click Options (F12).
3. Set up the Prompt to Create Billings checkbox.
Use this option to ask the user if they wish to create billings when they update license information.
Do you want to prompt the user to create billings?
-
Yes, I want the system to prompt me to create billings. Select the Prompt to Create Billings checkbox.
-
No, I do not want to be prompted to create billings. Leave blank the Prompt to Create Billings checkbox.
4. Click OK to continue.
The license options have been updated.
Related Articles
How do I enter manual billings?
Use Manual Billings to create a billing amount for a license without running Update License Information. Entering a manual billing 1. Open Connect Animal License > Licenses > Enter Manual Billings. 2. Enter the Date. The system will use this date to ...Billings
A billing is the total amount billed within a given period. Use Enter Billings to create billings to open a grave site, close a grave site, set up perpetual care, or sell a plot. Do this... 1. Open Connect Cemetery Management > Plots > Enter ...How do I update license information?
You can set up a category code to allow a user to update the license information when you receive payment for a category code linked to the Animal License application. Allowing users to update license information in Cash Receipting 1. Open Connect ...How do I update license information?
Updating license information keeps the license accurate and aligned with the current situation—so everything connected to it (billing, compliance, and records) remains correct. What it’s for It ensures the license reflects the latest details about ...How do I update license information?
Updating license information ensures the record stays accurate, complete, and aligned with current conditions. What it’s for It keeps the license in sync with any changes to the animal, owner, or license terms—so everything connected to it remains ...