How do I enter manual billings?
Enter manual billings to create billing charges that are not generated through the standard billing calculation process.
Manual billings allow you to add charges directly to an account when a billing adjustment, correction, special assessment, or one-time charge is required. This ensures that account balances accurately reflect amounts owed, even when the charge falls outside of the normal billing schedule.
What Happens When You Enter a Manual Billing?
When a manual billing is entered:
A new charge is added to the selected account.
Account balances are updated to reflect the billing.
The charge becomes available for payment processing.
Billing records are updated to document the transaction.
Future statements may include the manually entered charge.
When Should You Enter a Manual Billing?
Enter a manual billing when:
A charge needs to be added outside the normal billing cycle.
A one-time assessment or fee must be billed.
A billing calculation did not generate the required charge.
An account requires a special or unique billing amount.
A correction cannot be handled through standard billing processes.
Before You Enter a Manual Billing
Review the following information before proceeding:
The account receiving the charge
The billing amount
The billing date
The reason for the manual billing
Any required approvals or supporting documentation
Verifying this information helps ensure that charges are applied accurately and that account records remain complete and reliable.
Note: Manual billings create charges directly on an account and may affect account balances, statements, and payment processing. Review billing details carefully before completing this process.
Enter manual billings
1. Open Connect Property Improvements > Accounts > Enter Manual Billings.
The transaction grid will display all of the transactions that were created on the date displayed in the Date field.
2. Enter the Account.
This is the account that you want to bill.
3. Select the Billing Type.
The billing type refers to the category assigned to the amount that was billed. You can choose Principal, Interest, or Late Fee as the billing type. Connect will use the billing type to enter the transaction description and amount due. You can change the value that displays in the Description and Amount field.
To add an explanation for the manual billing to the transaction, click the Comments button.
4. Press Enter again to save the transaction.
The manual billing is saved.
Change a manual billing transaction
1. Open Connect Property Improvements > Accounts > Enter Manual Billings.
2. Click Edit (CTRL+E).
3. Enter the Date.
You'll want to use the date the transaction was created. When you enter the transaction date, Connect displays all of the manual billing transactions created on the date you entered in the transaction grid.
4. Select a transaction to edit it.
You can use the transaction grid to select the transaction that you want to update. Just click on the transaction to select it. Connect displays the transaction properties in the fields for editing.
5. Click Save (CTRL+S).
The manual billing is updated.
Delete a manual billing transaction
1. Open Connect Property Improvements > Accounts > Enter Manual Billings.
2. Enter the Date.
You'll want to use the date the transaction was created. When you enter the transaction date, Connect displays all of the manual billing transactions created on the date you entered in the transaction grid.
3. Take note of the reference number on the transaction you want to delete.
4. Click Delete (CTRL+D).
5. Use the Delete Billings form to enter the reference number on the transaction that you want to delete.
6. Click OK.
The manual billing is deleted.
Options
View additional information
The transaction grid displays the manual billing transactions by transaction date. You can click the Additional Information button, in the first column of the transaction grid, to view more of the transaction detail. You can also choose the fields to include in the Additional Information form by clicking the Select button.
Other manual billing options
Use Whole Dollar Mode to enter all amounts as a whole dollar value. In Whole Dollar Mode, the number 26 is saved as 26.00. When Whole Dollar Mode is turned off, 26 is saved as 00.26
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