How_do_I_set_up_my_billing_types_

How do I set up my billing types?

Add, update, and delete billing types for billing goods and services in Cemetery Management. There are four pre-defined billing types: Open/Close, Perpetual Care, and Purchase. You can use the billing types table to create billing types to bill standard amounts, tax amounts, and late fees.


Adding a standard billing type

1. Open Connect Cemetery Management > Organization > Billing Types.

2. Click New (CTRL+N).

 

3. Set up the billing type priority and description.

4. Select Standard as the Type.

 

5. Enter the billing amount.

 

6. Select the default billing properties.

  1. Default billing
  2. Subject to late fee
  3. Subject to tax
  4. Allow new billings
  5. General Ledger accounts

7. Click Save (CTRL+S).

The new billing type is saved.


Adding a tax billing type

1. Open Connect Cemetery Management > Organization > Billing Types.

2. Click New (CTRL+N).

 

3. Set up the billing type priority and description.

4. Select Tax as the Type.

 

5. Set up the billing type properties.

  1. Rate
  2. Default billings
  3. Subject to late fee
  4. Allow new billings
  5. General Ledger accounts

6. Click Save (CTRL+S).

The new tax billing type is saved.


Adding a late fee billing type

1. Open Connect Cemetery Management > Organization > Billing Types.

2. Click New (CTRL+N).

 

3. Set up the billing type priority and description.

4. Select Late Fee as the Type.

 

5. Enter the Late After x Days Past Billing Date.

If you're setting up a billing type for a late fee, use this field to determine when to bill the late fee.

 

6. Set up the billing type properties.

  1. Billing method
  2. Rate
  3. Amount
  4. Default billings
  5. Subject to late fee
  6. Allow new billings
  7. General Ledger accounts

7. Click Save (CTRL+S). The new billing type is saved.


Priority

Assign a priority number to the billing type. The priority number determines where the billing type shows up in the menu and search list of available billing types.

Example:

01 Open/Close

02 Perpetual Care

03 Purchase

04 Late Fee

This is where the priority number is located in the billing type...

 

This is how billing types are listed by priority number in the Search list...

 

Description

Enter the billing type description. For example, Open/Close, Perpetual Care, Purchase, and Late Fee.


Type

Select a billing type. Use standard for all billing types that aren't billing a late fee or tax. Use late fee for anything that bills a penalty amount. Use tax for anything that bills a rate.

 

Late after x days past billing date

If you're setting up a billing type for a late fee, use this field to determine when to bill the late fee.

 

Billing method

Determine how the billing type will bill.

 

Use amount to bill an amount ($##.00).

Billing = Billed Amount

Use rate to bill a percentage (##.##%).

Billing = Billing x ##.##%

Use amount and rate to bill an amount (billed amount + additional amount) and bill a rate (billed amount + rate).

Billing = [Billed Amount} + [Billing x ##.##%]


Rate

Enter the rate to bill as a percentage. This field is only available when the billing method is Rate or Amount and Rate.

 

Amount

Enter the amount to bill. This field is only available when the billing method is Amount or Amount and Rate.

 

Default billing

To add the billing type to the list of default billings that will be included in the billing types list in Enter Billings.

When a billing type is selected as a default billing type, it will be included in the Billing Types grid in Enter Billings. If a billing type is not selected as a default billing type, you can click the Add Billings button to include it.

 

 Subject to late fee

To calculate a late fee on the billing type, select the checkbox.


Subject to tax

To calculate a tax on the billing type, select the checkbox.


Allow new billings

To allow Connect to use the billing type to create billings, select the checkbox. Connect can assign the billing type to new billing transactions.

If the billing type is not active, remove the checkmark. Connect will remove the billing type from Search list and menus that show billing types. Users cannot assign the billing type to new billing transactions.


General Ledger accounts

Assign the default accounts for cash, accounts receivable, revenue, and write-off to the billing type.

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

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