Account Payoff Report
Print a report to review the prior, current billed, current unbilled, and future amounts for principle, interest, late fee, other, and balance. A grand total will print for each account.
Print an Account Payoff Report to determine the total amount required to satisfy a property's outstanding tax obligations. The report provides a detailed summary of unpaid taxes, penalties, interest, fees, and other charges, helping users verify payoff amounts and ensure accurate collections. It is commonly used when a property owner, title company, or other interested party needs the exact amount due to bring an account to a zero balance.
Examples:
- Provide a payoff amount for a property being sold or refinanced.
- Verify the total balance due before accepting a final payment.
- Review outstanding taxes, penalties, and interest on a delinquent account.
- Respond to requests from property owners, mortgage companies, or title companies for payoff information.
- Confirm that all charges have been satisfied before closing an account or processing a property transfer.
By printing an Account Payoff Report, you can provide accurate payoff information, support collections, and ensure all outstanding obligations are identified and resolved.
Printing Account Payoff Report
1. Open Connect Property Improvements > Reports > Account Payoff Report.
2. Set up the Report Date.
3. Set up the checkbox titled Apply Reserve to Payoff Balance.
4. Set up the checkbox titled Include Accounts With Write-off Amounts.
5. Click Print (CTRL+P).
The Account Payoff Report prints.
Printing Account Payoff Report for an account
1. Open Connect Property Improvements > Reports > Account Payoff Report.
2. Set up the Report Date.
3. Set up the checkbox titled Apply Reserve to Payoff Balance.
4. Set up the checkbox titled Include Accounts With Write-off Amounts.
5. Find the section titled Selection Criteria, and then double-click ALL in the row titled Account.Account Number.
The Enter Values form displays.
Enter the account number, and then click OK.
The account number displays in the Value field in the row titled Account.Account Number.
6. Click Print (CTRL+P).
The Account Payoff Report prints.
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