Activities > Billbacks
The Billback system is a new feature designed to assist Management Companies in billing their client Associations for letters, inspections, administrative fees, management fees, monitoring and more. The feature is customizable to meet the needs of your organization and can be adapted to use for any activity billed in addition to your monthly Management fee.
Generate Billbacks
With just two simple steps you can generate billback invoices for your clients each month.
Generate/Import Data
Create Invoices
NOTE- Before you can get started, you’ll need to set up your Metrics so uManage will know how to bill activity. CLICK HERE for step by step instructions.
Generate/Import Data - This step calculates internal charges and allows you to import charges from outside sources.
Step 1. Navigate to Activities > Billbacks.
Step 2. Use the Search filters to locate the Billbacks you want to calculate.
Step 3. Click the Calculate button for all Metrics you want to calculate.
Or Click the Show button on the right for the correct Template and then select Import Data from the Page Actions menu.
Step 4. Click the Save button to finalize.
Generate Billback Invoices - This step is where the calculated charges are generated as Invoices.
Step 1. Click the Invoice button to generate an invoice with the selected charges.
Step 2. Complete the Invoice Settings window and click the Save button when complete.
Invoice Date- Enter the Date to appear on the Invoice.
Post Date- Enter the Date the Invoice will be posted to the GL.
Invoice Number- Enter an Invoice number, if needed.
Related Articles
Managing Billbacks - Invoicing