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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 record the transaction.

Do you want to use the current date as the transaction 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 Date field, then type in a MM/DD/YYYY.

3. The system will assign the next reference number.

4. Enter the Owner.

An owner legally owns the animal.

What is the owner's name?

  • I know the owner's name. Click on the Owner field, and then type it in.

  • I do not know the owner's name. Click the Search button, located at the end of the Owner field. Use the list to select the owner's name. 

5. Skip the Check Number field.

6. Enter the Source ID.

The Source ID is an information only field. You can use it to store additional information such as a document number, approval code, payee name, and so on.

Do you want to include a Source ID?

  • Yes, I want to add a source ID. Click on the Source ID field, and then start typing.

  • No, I do not want to add a source ID. Continue to the next step. Continue to the next step.

7. Enter the Description.

The system uses this description as the transaction description.

What is the manual billing description?

  • I want to use the default description. The default description is displaying in the Description field. Continue to the next step.

  • I want to use a different description. Click on the Description field, and then type in a transaction description. Example: Manual Billing.

8. Enter the Amount.

Use Amount to enter the adjustment amount.

What is the billing amount?

  • The billing amount is the displayed amount. Continue to the next step.

  • The billing amount is a different amount. Click on the Amount field, and then type in the billing amount.

9. Enter a Comment.

The comment field lets you record a note about the transaction.

Do you want to add a comment?

  • Yes, I want to add a comment. Click the Comments button. It's located next to the Amount field.

  • No, I do not want to add a comment. Continue to the next step. 

10. Press Enter again or click Save (CTRL+S).

The manual billing entry is saved.

 

 

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