Delete period billings to remove billing charges that were generated for a specific billing period and need to be corrected or recalculated.

This process is typically used when billings were created in error, billing settings were incorrect, or changes must be made before the billing period is finalized. Deleting period billings allows you to remove the generated charges and create updated billings using the correct information.

What Happens When You Delete Period Billings?

When period billings are deleted:

• Billing charges for the selected period are removed.

• Account balances are updated to reflect the removal of those charges.

• The billing period can be recalculated if corrections are needed.

• Incorrect or duplicate billings can be cleared before statements are distributed.

When Should You Delete Period Billings?

Delete period billings when:

• Billings were generated with incorrect settings.

• Assessment amounts or billing schedules were changed after billing calculations were completed.

• Duplicate billings were created.

• Billing charges need to be recalculated before statements are issued.

• A billing period was processed unintentionally.

Before You Delete Period Billings

Review the following information before proceeding:

• The correct billing period is selected.

• Billing statements have not been distributed, or affected parties have been notified.

• No payments have been applied to the billings being removed.

• Any required corrections have been identified before recalculating billings.

Verifying this information helps prevent the accidental removal of valid billing charges and reduces the need for additional account adjustments.

Note: Deleting period billings removes charges that were generated for a billing period. Ensure the selected billings should be removed before completing this process.

Step 1. Back up the database

Before proceeding, back up the current files. Always make a back up of the database BEFORE running routines that modify or delete transactions. (Send Databases)

Step 2: Delete period billings

Delete billing and late fee transactions for the current period. You cannot delete billings and late fees after you receive, process, and allocate payments for the billed amount.

Do this...

1. Open Connect Property Improvements > Organization > Delete Period Billings.

2. Fill in the routine options.

3. Click GO (CTRL+G).

The period billings are deleted.

Options

Billing date

The Billing Date is the date the system will use to find and delete billing transactions.

Do you want to use the current date as the billing 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 Billing Date field to enter a MM/DD/YYYY.

Categories

A category is distinct class to which principal, interest, late fees, and so on, may belong.

What is the category?

• I want to add a category code. Click Select, located next to the Categories field. Use the Selection form to move the categories to the Selected Items list. Press OK.  

• I want to remove a category code. Click Select, located next to the Categories field. Use the Selection form to move the categories to the Available Items list. Press OK.  

Include district and accounts for the following criteria

Use the options in this section to filter districts and accounts.