The ‘Billed’ payment method was created to allow the user to indicate that the customer will receive an invoice or bill and the permit will be allowed to advance through the workflow regardless of when actual funds are received.
Use the contact type ‘Billed To’ to identify the customer who will be presented with the invoice or bill. If a contact of the ‘Billed To’ type is created before the fees are paid with the ‘Billed’ payment method the receipt will contain the ‘Billed To’ contact information. Fees that have been paid with the ‘Billed’ payment method are included in the Building State Surcharge report. If the building department receives payments for the bills or billed invoices, when the payment is received, the ‘Billed’ payment should be voided and the new payment having a payment method of ‘Cash’, ‘Check’, Credit Card’ or ‘Credit Card Other’ should be recorded and applied to the fees that were previously billed. Using ‘Cash’, ‘Check’, ‘Credit Card’ or ‘Credit Card Other’ will enable the deposit slip or payments received reports to match the actual funds taken in as well as enabling the payment applied information to be included in the nightly Financial Batch. You will not be dinged twice for the surcharge because voiding the “Billed” payment will create a surcharge credit which will offset the surcharge generated by recording the payment. If the finance or treasurer’s department receives payments for the bills or billed invoices and records the payment in a separate system from ePermitting, once the building department is notified that payment has been received, building department staff should void the ‘Billed’ payment in ePermitting and record the payment made through the other system (department) using the ‘Journal Entry’ payment method. Using the ‘Journal Entry’ payment method does not affect the nightly Financial Batch, the Deposit or Payments Received reports.
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