How_do_I_enter_billings_

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 Billings.

The current date is the default transaction date. The next available reference number is displayed.

2. Enter the plot name or number.

You can search this field.

3. Enter a transaction description.

The default billing types on the account display in the section titled Billing Types.

update the billing type properties. See the help topic titled How do I set up my billing types?

 

To add a billing type, click Add Billings.

 

To delete a billing type, click Delete.

 

4.  Use the Allocated column in the Billing Types grid to allocate billings.

 

5. When you're done, press Enter again or click Save (CTRL+S).

The saved  billing transaction displays in the pane on the right.

 

The billing is saved.


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