How do I enter billings?
Plots
A billing is the total amount billed within a given period. Use Enter Billings to create billings to open a grave site, close a grave site, set up perpetual care, or sell a plot.
In this Topic
Watch a video
2019.08 or later includes how user-defined billing types work in the Enter Billings routine. Watch a video (01m08s).
Entering billings
1. Open Connect Cemetery Management > Plots > Enter Billings.
The current date is the default transaction date. The next available reference number is displayed.
Date and Reference Number fields
2. Enter the plot name or number.
You can search this field.
Plot field
3. Enter a transaction description.
The default billing types on the account display in the section titled Billing Types.
To change my default billing types, update the billing type properties. See the help topic titled How do I set up my billing types?
Description field
To add a billing type, click Add Billings.
Add Billings button
To delete a billing type, click Delete.
Delete billing button
4. Use the Allocated column in the Billing Types grid to allocate billings.
Allocated column in the Billing Types grid
5. When you're done, press Enter again or click Save (CTRL+S).
The saved billing transaction displays in the pane on the right.
Billing transaction grid
The billing is saved.
2019.08, 2019Jun04
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