Print delinquent notices to notify property owners that their assessment payments are past due and that action is required to bring the account current.

Delinquent notices serve as a formal reminder of outstanding balances and help support collection efforts. Providing timely notification can encourage payment, reduce delinquent balances, and ensure that property owners are aware of any potential consequences associated with nonpayment.

What Happens When You Print Delinquent Notices?

When delinquent notices are printed:

• Notices are generated for accounts with overdue balances.

• Outstanding amounts due are communicated to property owners.

• Delinquency information, including applicable fees or interest, may be included.

• Property owners receive notification of required payment action.

• A record of the notification process is created.

When Should You Print Delinquent Notices?

Print delinquent notices when:

• Payment due dates have passed.

• Accounts have become delinquent.

• Collection procedures require formal notification.

• Property owners need to be informed of outstanding balances.

• Follow-up efforts are being initiated to collect overdue amounts.

Before Printing Delinquent Notices

Review the following information before proceeding:

• Recent payments have been entered and posted.

• Delinquent balances are accurate.

• Late fees and interest have been calculated, if applicable.

• Property owner contact information is current.

• The appropriate delinquency criteria have been selected.

Verifying this information helps ensure that notices are sent to the correct recipients and accurately reflect the amounts owed.

Note: Delinquent notices are based on account information available at the time they are generated. Review account balances and payment activity carefully before distributing notices to property owners.

Preparation

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

Print delinquent notices

Set up the report options.

Do this...

1. Open Connect Property Improvements > Reports > Delinquent Notices.

2. Select a report title.

3. Fill in the report options and select a form layout.

4. Click Print (CTRL+P).

The notices 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 payments after the delinquent date

The report will look for accounts that do not have a payment recorded on or before the delinquent due date. If an owner sends a payment but the payment is not received until after the delinquent due date, the report will still define the account as delinquent.

Use Include Accounts with Payments After the Delinquent Date to change the status on a delinquent account that has received a late payment to stop it from being included as the Delinquent Notice.

Do you want to print a delinquent notice for accounts that have payments recorded after the delinquent payment due date?

• Yes, print a delinquent notice for accounts with payments that occur after the delinquent date. Click to select Include Accounts with Payments After the Delinquent Date.

• No, do not print a delinquent notice for accounts with payments that occur after the delinquent date. Click to deselect Include Accounts with Payments After the Delinquent Date.

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 delinquent notice for all owners on an account?

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

• No, print delinquent notices 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.