Accounting > A/R > Manage Coupon


Use this page to Set up and generate Coupons.


Coupon Setup


Coupons are used to bill Owners in advance for their Assessments or other charges. 


NOTE- Prior to running Coupons for the first time some setup is required. Please review the steps below for more information. 


  • A Recurring Charge must be set up for each charge that will be billed on the coupons, and it must be linked to a Firm Trans Type.  CLICK HERE for more information.   


  • Each charge that needs to appear on the coupon must first be assigned an “Item number”.  This is the location for the charge on the Coupon. The Item Number is assigned to the Firm Trans Type.  CLICK HERE for more information on how to create a new Firm Trans Type, or edit existing types.  

  


Create Coupons


Coupons can be generated for an entire community, or on an individual basis for Owner’s who need replacements, or new Owners. 


Step 1. Navigate to Accounting > A/R > Manage Coupon.


Step 2. Use the Search filters to find the Owner(s) that need coupons. 


  • Property Address - Enter the Property Address for the coupon.  


NOTE-  Leaving this field blank will choose all properties in the community.


  • Send Coupon - Choose either Send or Do Not Send.  Do not choose either to include all owners.


  • Ownership - Choose Current or Former owners.


  • Start Date - Choose Start Date of Coupons.


  • Frequency - Choose Frequency of Coupons.


  • Trans Type - Choose a Trans Type to narrow charges on which Coupons are run, if needed.


  • Coupon Type - Choose the "Item" number to include on Coupon.


  • Included Associations - Select Association(s) that need Coupons and use arrows to move over to "Selected" field.



Step 3.  Click the Search button to return a list of all Owners that meet the criteria selected. 



Step 4. Check the boxes on the right for all Owner’s that need coupons, or check the box at the top to select all Owner’s on the list.



Step 5. Click the Generate button to create a PDF file that will automatically download to your hard drive. 



Step 6. Upload the file to your third party mail service or print onto your Coupon paper. 


NOTE- CLICK HERE for more information about uploading to LetterStream.