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How do I bill owners for maintenance charges?

Set the rates on Maintenance Pricing Agreement once; each cycle run Bulk Maintenance Billing Proposal for the property, or Maintenance Billing Proposal for one unit.

Who
Property management
Takes effect
On save: each proposal posts a customer invoice
Needs first
The Maintenance Invoice Journal on Real Estate Setting

Before you start​

  • Maintenance categories with a revenue account and a unit.
  • Owners with a default payment method and term.

Steps​

  1. Create a Maintenance Pricing Agreement with a line per charge: Category, Project, Property, optionally the unit class, Price, Date From, Date To and Recurring monthly.
  2. Each cycle, open Bulk Maintenance Billing Proposal, give Billing Proposal Date, Project and Property, and Save.
  3. Review the Maintenance Billing Proposals it made, one per sold unit.

Check it worked​

  • Each owner has a posted customer invoice numbered as the proposal.
  • Print a bill from Maintenance Bill (Receipt).

What posts​

DocumentWhenDebitCredit
Maintenance Billing ProposalSaveThe customer's receivable accountThe category's revenue account

Undoing a posting is Reverse on the toolbar of the posting document.

If something looks wrong​

  • "No Billing Found" Nothing is due for the property on that date.
  • "Please Define Journal in Real Estate Setting" Set the Maintenance Invoice Journal.