Print bills to generate and distribute assessment statements that inform property owners of amounts due and upcoming payment obligations.

Bills provide property owners with the information needed to make timely payments, including payment amounts, due dates, account details, and any applicable fees or interest. Printing bills is an important step in the assessment collection process and helps ensure that assessment charges are communicated accurately.

What Happens When You Print Bills?

When bills are printed:

• Assessment charges are formatted into billing statements.

• Payment amounts and due dates are displayed.

• Account and property information is included on the bill.

• Statements become available for distribution to property owners.

• A record of the billing activity is created.

When Should You Print Bills?

Print bills when:

• Billing calculations have been completed.

• A new billing cycle is ready for distribution.

• Property owners need to be notified of amounts due.

• Assessment installments are scheduled for collection.

• Updated statements are required following account changes or adjustments.

Before Printing Bills

Review the following information before proceeding:

• Billing calculations have been completed and verified.

• Assessment amounts and balances are accurate.

• Account and property information is current.

• Due dates and billing periods are correct.

• Any required adjustments, fees, or interest charges have been processed.

Verifying this information helps ensure that property owners receive accurate billing statements and that payment amounts are calculated correctly.

Note: Printing bills generates statements based on current account information. Review billing data carefully before printing to help prevent incorrect statements from being distributed.

Preparation

• Set up a form layout for printing bills in Organization > Forms.  

Print bills

Set up the report options.

Do this...

1. Open Connect Property Improvements > Reports > Bills.

2. Select a report title.

3. Fill in the report options, including the form layout.

4. Click Print (CTRL+P).

The bills print.

Options

Due date

The due date is the date when payment is owed.  

Do you want to use the month end as the due date?

• Yes, I want to use the month end as the due date. Continue to the next step.

• No, prompt me to enter the due date when the report prints. Leave the Due Date field blank.

• No, I want to use a different date as the due date. Click Advanced Options to change variable the system is using to set the due date. If you would like to select a different day, because the due date falls on a weekend for example, select the Calendar Date option. Then, you can click the Calendar button to choose a different date.

Forms

A form is a document that has been set up to print information, such as text, titles, or variables.

Do you want to use the current form?

• Yes, I want to use the current form. Continue to the next step.

• No, I want to use a different form. Click on the Forms tab > Form Options subtab. Then, select a different form name from the Form drop-down list.

Include accounts with a credit balance

A credit balance occurs when an account is overpaid.

Do you want to include accounts with a credit balance?

• Yes, include overpaid accounts. Click to select Include Accounts with a Credit Balance.

• No, do not include overpaid accounts. Click to deselect Include Accounts with a Credit Balance.

Include accounts with a zero balance

An account with a zero balance is an account that does not have a positive or negative balance.

Do you want to include accounts with a zero balance?

• Yes, include accounts without a positive or negative balance. Click to select Include Accounts with a Credit Balance.

• No, do not include accounts without a positive or negative balance. Click to deselect Include Accounts with a Credit Balance.  

Include all owners

An owner is the individual or organization that owns the property that is being assessed.

Do you want to print a bill for all owners on an account?

• Yes, print bills for all account owners. Click to select Include All Owners.

• No, print bills only for the primary account owner. Click to deselect Include All Owners.

Mailing date

The mailing date is the date the statement will be sent.

Do you want to use the current date as the mailing date?

• Yes, I want to use the current date as the mailing date. The current date is the default mailing date. Continue to the next step.

• No, I want to use a different date as the mailing date. Select a different MM/DD/YYYY from the Mailing Date drop-down list, or click Advanced Options.

Report date

Do you want to use the current date as the report date range?

• Yes, I want to use the current date. Continue to the next step.

• No, I want to use a different date range. Change the Report Date, or click Advanced Options.