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=====Recording Payments – Receipt Form===== | =====Recording Payments – Receipt Form===== | ||
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Real Estate and Per Capita/ | Real Estate and Per Capita/ | ||
- | To record | + | ====How to Record |
- Enter a bill number and press enter. The program will display identifying information and the tax amounts. Verify these then press enter to move to the payment amount field. | - Enter a bill number and press enter. The program will display identifying information and the tax amounts. Verify these then press enter to move to the payment amount field. | ||
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- The program will automatically fill in the name that appears on the bill or the Mortgage Company if there is one. If someone else has paid the bill, that can be recorded here. In addition, if you must make a refund you may enter an address here (up to 250 characters total) and it will appear on the Refund Report. Remember to use the F2 key if the name has not changed and you just want to add an address. Press enter to move to the Post Pmt button. | - The program will automatically fill in the name that appears on the bill or the Mortgage Company if there is one. If someone else has paid the bill, that can be recorded here. In addition, if you must make a refund you may enter an address here (up to 250 characters total) and it will appear on the Refund Report. Remember to use the F2 key if the name has not changed and you just want to add an address. Press enter to move to the Post Pmt button. | ||
- If all information is correct then press enter to record the payment and move automatically to the Bill Number. Start again at step 1 if there are additional payments to record. | - If all information is correct then press enter to record the payment and move automatically to the Bill Number. Start again at step 1 if there are additional payments to record. | ||
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+ | ====Installment Number==== | ||
If you are posting a bill that qualifies for an installment payment you will have the option of entering an installment number, otherwise this option will not appear. Installment payments have no discount period, so if you post an installment payment with the payment period set to discount the program will use the par payment amount. Installment payments and regular payments have different schedules so you need to exercise care about recording installment penalty payments; remember to change the payment period back to face if necessary. Normally the program will skip over the Installment Number field because most payments are made without using installments. If you check the box labeled Record Installments the program will move the insertion point from the Bill Number to the Installment Number instead of directly to the Payment Amount. This gives you three options, check the box, enter all of your installment payments then uncheck the box, or check the box and press the enter key an extra time to pass through the Installment Number field for non-installment payments, or leave the box unchecked and use the mouse to select the Installment Number field to accept installment payments. | If you are posting a bill that qualifies for an installment payment you will have the option of entering an installment number, otherwise this option will not appear. Installment payments have no discount period, so if you post an installment payment with the payment period set to discount the program will use the par payment amount. Installment payments and regular payments have different schedules so you need to exercise care about recording installment penalty payments; remember to change the payment period back to face if necessary. Normally the program will skip over the Installment Number field because most payments are made without using installments. If you check the box labeled Record Installments the program will move the insertion point from the Bill Number to the Installment Number instead of directly to the Payment Amount. This gives you three options, check the box, enter all of your installment payments then uncheck the box, or check the box and press the enter key an extra time to pass through the Installment Number field for non-installment payments, or leave the box unchecked and use the mouse to select the Installment Number field to accept installment payments. | ||
+ | ====Receipt Information / Voids==== | ||
After recording the payment, the receipt information appears in red at the bottom of the receipt form. In order to handle installments, | After recording the payment, the receipt information appears in red at the bottom of the receipt form. In order to handle installments, | ||
+ | ====Print a Receipt==== | ||
If the taxpayer has not provided a stub or some other way of receipting a payment you may wish to print a receipt. You can print a receipt by clicking on the Print Receipt button. We have formatted the receipts so that, when properly folded, the taxpayer name and address will appear in a window envelope. Non-installment receipts will print on one half of a sheet of paper so it is possible to print two receipts on a single sheet of paper. If you have a large number of receipts to print you may wish to check the Print Flag or use the Mortgage Company field and print them all at once. Please see the Bills & Dups section for a further description of printing by Print Flag or Mortgage Company. You may add additional information on the end of the receipt. See the Settings section for how to enter. | If the taxpayer has not provided a stub or some other way of receipting a payment you may wish to print a receipt. You can print a receipt by clicking on the Print Receipt button. We have formatted the receipts so that, when properly folded, the taxpayer name and address will appear in a window envelope. Non-installment receipts will print on one half of a sheet of paper so it is possible to print two receipts on a single sheet of paper. If you have a large number of receipts to print you may wish to check the Print Flag or use the Mortgage Company field and print them all at once. Please see the Bills & Dups section for a further description of printing by Print Flag or Mortgage Company. You may add additional information on the end of the receipt. See the Settings section for how to enter. | ||
+ | ====Posting Receipts / Batch Number==== | ||
When posting receipts, you may enter an optional batch number in order to group receipts in batches. The program puts the batch number on each receipt and it remains the same from one receipt to the next until the user changes it to indicate a new batch. This batch number is used to group and subtotal receipts on the Receipt Report. | When posting receipts, you may enter an optional batch number in order to group receipts in batches. The program puts the batch number on each receipt and it remains the same from one receipt to the next until the user changes it to indicate a new batch. This batch number is used to group and subtotal receipts on the Receipt Report. | ||
The batch number may also be used to group multiple receipts paid by a single check. If you enter a batch number greater than 100, the program assumes this is a check number. It will prefill the Check # field with the batch number. | The batch number may also be used to group multiple receipts paid by a single check. If you enter a batch number greater than 100, the program assumes this is a check number. It will prefill the Check # field with the batch number. | ||
- | You can lookup bills by name, last name first, by entering part or all of a name in the Lookup Name field at the bottom of the form. Similarly, you can lookup real estate bills by tax map by entering part or all of a tax map in the Lookup | + | ====Bill Lookup==== |
- | Tax Map field at the bottom | + | You can lookup bills by name, last name first, by entering part or all of a name in the Lookup Name field at the bottom of the form. Similarly, you can lookup real estate bills by tax map by entering part or all of a tax map in the Lookup Tax Map field at the bottom of the form. |
- | of the form. | + | |
+ | ====Receipt Hist.==== | ||
The Rec. Hist. button will allow you to see all receipts recorded on this property even if you have voided them. If you are processing bills in bill order you can move to the next bill in order by clicking on the Next button. A faster way to do this is to press Alt-N. | The Rec. Hist. button will allow you to see all receipts recorded on this property even if you have voided them. If you are processing bills in bill order you can move to the next bill in order by clicking on the Next button. A faster way to do this is to press Alt-N. | ||
+ | ====Tax Cert==== | ||
The Tax Cert button opens a tax certification for the currently selected parcel. This form lists all the taxes, payments (along with check number and payer name), penalties, discounts, homestead/ | The Tax Cert button opens a tax certification for the currently selected parcel. This form lists all the taxes, payments (along with check number and payer name), penalties, discounts, homestead/ | ||
+ | ====Change==== | ||
Clicking the Change button will take you to the form to change the tax bill. This will automatically bring up the bill that appeared on the receive payment form so you will not need to search for it. | Clicking the Change button will take you to the form to change the tax bill. This will automatically bring up the bill that appeared on the receive payment form so you will not need to search for it. |